The Special Situation Report

The Special Situation Report

VCs Investing in Public Markets

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Asif's avatar
Asif
Mar 15, 2026
∙ Paid

Coupang (CPNG): $18.45

Market Cap: $33.73B

Enterprise Value: $32.05B

Introduction

Late Friday evening, long after the market closed, one of the largest insider purchases of the year was filed shortly after 9 PM ET. I was shocked when I saw the InsideArbitrage alert in my email, not just because of the size of the purchase, but also because of who was buying.

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