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Japan's two richest people epitomize the two paths to ultra wealth: Take big, bold risks in new industries (disruption) Work dutifully day-in and day-out to innovate and outwork competitors in existing businesses (process innovation) The first of which is best represented by…
Hi everyone - this is Part 3 of our Coupang writeup. In this part, we cover our revenue build and valuation, as well as share what we consider to be risks. If you haven’t already, you can read Part 1 here and Part 2 here. For the best reading experience, please read this on our
Comprehensive Deep Dives of the World's Greatest Businesses
Hi everyone - this is Part 2 of our Coupang writeup, which was initially released on our website here. In this part, we cover Coupang’s flywheel as well as their many businesses and new initiatives. If you haven’t already, you can read Part 1 here. For the best reading…

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Hi everyone, this post is a breakdown of Alibaba’s 3Q21 results. It was originally shared on Twitter here. For convenience sake, we will be sharing the…
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What could you do with 4 square meters of retail space? Try creating over $100 billion dollars of market value with one of the world's largest…
For the best reading experience, please visit our website here. Please see our disclaimers at the bottom of the page and our full disclaimer here. By…
Hi folks, if you’re receiving this email, you’ve previously signed up to DJY Research for updates - we’ve found that a number of emails have slipped…
Society benefits the most when entrepreneurs focus on solving problems before monetizing the solution. But solving a problem doesn’t equate to creating…
We will be periodically releasing company updates after we have put out a deep dive on each company. But rather than comment on quarterly metrics, we…
Some say you can pay any price for a great company, but was Coupang at $100bn too high? Well, one things for certain: You wouldn’t have paid that for…
Nintendo, a multi- generational icon, with 26 of the top 50 best selling titles, an IP portfolio 2nd to only Disney, trades at just 12x 2021 ex-cash…
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