We recently released a list Billionaire David Abrams' 10 stock picks have huge upward potential. In this article, we will introduce ouupang, Inc. (NYSE:CPNG) Against other stock picks with huge upside potential.
David Abrams Founded Abrams Capital Management In 1999. Abrams worked for Seth Klarman before starting his investment company in Boston Baupost Group ten years. He graduated from the University of Pennsylvania and has also served on the Advisory Board of the School of Arts and Sciences. Abrams had no financial background when he got his first job in New York in the early 1980s. Starting independent ten years later, he learned everything about investment under Seth Klarman. He is a value investor and has an annualized return of about 20% over the course of his fund for about 12 years. His company is like a single store, hiring small employees. Abrams Capital has $9.05 billion in managed and discretionary assets, and the company's form date is January 13, 2025. The 13F case reported last reported was submitted to the fourth quarter of 2024, including $6.22 billion in custody 13F Securities and 98.7% of the top 10 holdings at 98.7%.
Abrams is known for maintaining a low public profile, but in a conversation about the Columbia Business School’s “The Legend of Value Investing Podcast” series, he discusses the surface of the fundamental principles of his investment philosophy. He first has to look at the risks without any consideration of expected returns. This reminds people that the future is still unpredictable, and Abrams puts this out with the following words:
"When you look back, there is a path happening, but that doesn't mean there is only one way forward. In the future, there are multiple paths."
Abrams’ portfolio reflects a balanced approach to exposure to cyclical growth areas of industry and consumer while also maintaining modest distribution in established industries such as communications services. He also believes that declining industries can propose stability because they attract limited new entrants. This also means that the high-growth sector is characterized by intense competition, which requires a more detailed analysis of potential competitive threats. Here's what Abrams said:
“If your industry shrinks and is dying, it’s like people don’t want to go in.”
Abrams serves as a director of several private companies. He is currently a member of the Mitmco Board of Directors who manages MIT donations. Previously, he was a trustee of the Berkeley Conservatory of Music for 15 years, where he served as the chair of the Investment Committee. He is also a trustee of Milton College.
To compile the 10 stock draft lists of billionaire David Abrams with huge upside potential, we screened the 4th quarter 2024 quarter 2024 13F Abrams Capital Management documents through Insider Monkey. From these documents, we examine the upward potential of each stock in CNN and rank the stocks in this upward order of upward potential. We also increased Abrams Capital Management's stake in each share and broader hedge fund sentiment.
Note: All data were purchased on May 8.
Why are we interested in stocks that hedge funds to accumulate? The reason is simple: Our research shows that we can beat the market by mimicking the top stocks of the best hedge funds. Our strategy for quarterly newsletters selects 14 small and large stocks every quarter, returning 373.4% since May 2014, beating its benchmark by 218 percentage points (sEE is here for more details).
A woman holding a laptop wearing a graphic t-shirt and casually checking her e-commerce order.
Abrams Capital Management shares: $286.13 million
Number of hedge fund holders: 87
As of May 8: Average upward potential of 9.02%
Coupang, Inc. (NYSE:CPNG) has retail operations in Korea and internationally through its mobile apps and Internet sites. It operates through product trading and development of product segments. It also performs operations and support services in the United States, South Korea, Taiwan, Singapore, China, Japan and India.
Coupang's product commerce sector grew 9% year-on-year in Q4 2024. This is driven by increased operational efficiency, such as greater utilization of automation and technology, supply chain optimization, and the expansion of margin-accuracy products. On February 26, Citi analysts allocated the stock's buy rating and raised its price target from $28 to $29.
This emotion is made by Coupang, Inc. (NYSE: CPNG) Driven by impressive growth, the rise of active customers and the outstanding performance of its fastest last-mile delivery service. The number of active customers in the product business sector also increased by 10% year-on-year, while the average spending of active customers continued to increase by 6%.
The Fifth Avenue Growth Fund Baron has maintained a positive attitude towards the company's long-term growth and has stated about Coupang, Inc in its fourth quarter 2024. (NYSE:CPNG) The following content. Investor's letter:
“Share Coupang, Inc. (NYSE: CPNG) is South Korea's largest e-commerce platform, corrected 10.5% in the fourth quarter (even if they received a 33.9% increase in 2024). While the company achieved steady quarterly results on quarterly results, up 27% year-on-year revenue, while losses from Farfetch and other programs have been significantly reduced, its product business EBITDA margins lost expectations due to temporary increase in technology and automation spending. South Korea's domestic consumption was slow, the e-commerce market experienced negative growth, while political uncertainty was the declaration of martial law by the president of the Yuan Dynasty and the subsequent impeachment each, which further put pressure on the stock. Despite these short-term challenges, we maintain a positive view of Coupang's long-term market share expansion and profit growth trajectory and see Coupang as one of the most competitive e-commerce businesses in the world with a huge revenue and revenue growth track. ”
Overall, CPNG Ranked 9 There is huge upside potential in the stock picks of our billionaire David Abrams. While we acknowledge the potential of CPNG as an investment, our belief is that AI stocks have huge returns in a shorter time frame and do this in a shorter time frame. AI stocks have risen since the beginning of 2025, while popular AI stocks have lost about 25%. If you are looking for AI stocks that are more promising than CPNG but have less than 5 times its earnings, check out our report Cheapest AI stocks.
Read the next article: Buy 20 Best AI Stocks Now and According to the billionaire, there are now 30 best stocks.
Disclosure: None. This article was originally published in Internal monkey.