$CPNG is on the radar again for a lot of investors due to the recent pullback.

Here's a short thread outlining everything you need to know about the company and why you should be paying attention.

🧵 📊Key stats📊

• 5 year CAGR of over 60%
• 2019 TAM = $470B > 2024 TAM = $534B
• 70% of Koreans live within seven miles of a Coupang fulfillment center
• 25 Million people live in the metropolitan area surrounding Seoul
• 2/5 Koreans are a customer of Coupang

Epic Games - the story of how one man (Tim Sweeney) changed video games forever, and created a trailblaiser in the gaming industry.

A thread 🧵

1️⃣ Background
2️⃣ Strategy
3️⃣ Unity Vs Unreal
4️⃣ Epic Games Store
5️⃣ Epic Games Publishing
6️⃣ Epic Online Services 📖Background

Back in 1989, a 19 year old Tim Sweeney was studying as a mechanical engineer at the University of Maryland where he founded his first company - 'Potomac Computer Systems.

After a year of little success, he pivoted to solving the problem of creating video games...

Immersive technology will be one of the biggest disruptors over the next decade

Here are 10 industries to look into and profit

/THREAD/ The immersive sector is predicted to add Billions in value to the global economy.

• Ark invest predict AR to reach $140B in revenues by 2030

• Ark also predict revenues from virtual worlds to grow from $180 billion today to $390 billion by 2025.

/THREAD/

The Internet changed the world and created hundreds of billionaires

The Metaverse will be 10x that and is just getting started

Here's a thread on the Metaverse and how YOU can profit 👇👇👇 🌎What is the Metaverse?🌎

The exact definition is unclear, but we are coming to an agreement on key components.

1️⃣Mass concurrency: large amounts of people
2️⃣Common language/protocols
3️⃣Forward compatibility: The ability to exist whilst simultaneously evolving

/THREAD/

If you missed me talk about $ABNB on @TwitterSpaces yesterday, I have made it into a thread below.

Look out for @Invesquotes who will be releasing a full deep-dive early next week!
👇👇👇 🏠Background🏠

• 'Airbed and Breakfast' was created by Brian Chesky and Joe Gebbia in 2008.

• The idea stemmed from not being able to find affordable accommodation during a city-wide event such as SXSW.

• The pair trialled the idea as SXSW in 2008, and the idea was born...

Today I'm doing a brief overview of recently IPO'd $CPNG - a rapidly growing e-commerce company operating within the South Korean market 🇰🇷

Could they be the next $AMZN ?

Price: $43.5
Mkt Cap: $74.6B
2020 Rev: $12B
90% y/y growth

THREAD👇👇👇 💼Business💼

$CPNG offer an $AMZN-like e-comm/groceries delivery service alongside an $UBER-like takeaway service and $SQ-like integrated payment processing. They also provide a $SHOP-like service to 3rd party merchants.

They own all logistics channels in-house.

Crossed the 2k mark the other day, which is a big achievement for me. I have been posting regular content on twitter for almost 3 months now.

Here are 10 lessons I wish I knew when I started...

👇THREAD👇 1) Post consistently.

This one is easier said than done, and I admire people on here who are consistently posting 5 -10 times per day. @BackpackerFI is a great example of someone who makes this look easy!

Here is my deep dive on $VUZI - an interesting AR hardware/software/SaaS business looking to utilize their Industry experience and unique product to capitalize on the 'set-to-explode' AR sector

If you enjoy please RT as it helps me out massively!

innovestor.substack.com/p/vuzix-deep-d… To accompany, I have also included a one-pager (trying out different formats)

$OPEN a short thread.

In anticipation of $RDFN 's earnings this week, I thought I would expand my knowledge of some of the main competitors. Here's what I learned on $OPEN...

*Full overview to come after March 4th (Earnings)*

a thread 👇👇👇 1) Who are $OPEN?

Leaning on the shift in consumer behaviour towards ‘digital’, OpenDoor provides a completely online, contactless option to buy and sell a home.

$GHVI a thread! 👇👇👇
1)Key points
•250k+ customers
•$100M predicted revenue
•Founder Led
•Present in 150+ countries
•10B Sq Ft. Captured 2)Overview

Matterport were founded in 2011 and are to be brought public by $GHVI as a SPAC. Matterport allow customers to produce, store and distribute 3D Virtual Tours, most often used in real-estate and construction.
matterport.com/industries/gal…