$Coupang (CPNG.US)$ $Pan Pacific International Holdings (ADR) (DQJCY.US)$Since I sold cpng for $30 and exchanged it for Don Don Donki, Donki has increased by 13% and cpng has decreased by 12%. The experience is that companies that burn money without a clear profit schedule really can't be touched. The situation of the epidemic in Japan has improved, and after the recovery of tourism to Japan, the good days of Donki are really coming.

$Cleveland-Cliffs (CLF.US)$ american steel price stays at all time high everyday. profit margin was not seen in decades. cliffs is literally printing profits everyday, yet steel stocks are being dumped. steel price in US is up again today and steel stocks are dumped. let's see what happens when results are out.

$Coupang (CPNG.US)$ $Pan Pacific International Holdings (ADR) (DQJCY.US)$
Finally give up hope and switch all my CPNG positions to Don Don Donki instead.
CPNG is bleeding cash and will continue to bleed for a long time. I have no idea whether CPNG can fully monopolize Korean market soon, and don't know if CPNG can ever compete effectively against Taobao, SEA, or Amazon when it expands out of the tiny korean market.
However, I do like the fact that Don Don Donki already has long history of making profits in Japan. And when decides to expand internationally, easily won hearts of Singaporeans despite the worst timing of entry (pandemic).
Look at the long queues at Donki cashier even at midnight. Remeber this is still the worst time of pandemic with ZERO international shoppers. Donki will fly once pandemic eases.
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$Pan Pacific International Holdings (ADR) (DQJCY.US)$ This is don don donki, anyone who likes their supermarket will know how popular their sales are. If the epidemic ends, tourists can go to japan, Hong Kong or Singapore, and this store will make a fortune.

$Cleveland-Cliffs (CLF.US)$ The price of iron ore is the highest in history, and the price of steel in the US is the highest in history. CLF is basically just lying down and counting