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Each month we identify new investment ideas. Find our most recent reports here!

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The Trade Desk (“TTD”) – The Investor Weekly Stock Report

This is a rapidly growing, premium-valued leader and so volatility is to be expected. But TTD is down nearly 50% from a peak and the company continues to display great fundamentals. The company recently had a 26% one-day drop in the wake of its most recent earnings report on May 10, 2021. It’s too good an opportunity to pass up for an excellent company that has seen a large part of its premium evaporate.

Coupang (“CPNG”) – The Investor Weekly Stock Report

The Investor Weekly (TIW) is long Coupang (CPNG is officially pronounced “coo-pong”).

Think South Korea’s answer to Amazon. Think Alibaba. The company maintains end-to-end control over the supply chain and logistics that allow for exceptional same-day and next-day delivery.

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