About Coughlin Capital

I started Coughlin Capital because I’m obsessed with understanding how businesses actually work. I have a full-time job, so this project gets built early in the morning, late at night, and whenever I can carve out time. The long-term goal is to keep growing this into something I can eventually do full time.

I’m not a Wall Street analyst… I write the way I think: clear, honest, and focused on finding businesses that actually create value over time.

Most of the work here comes from my own research process. I dig into filings, study competitive dynamics, track management behavior, and think hard about valuation and durability. Then I write about it… real research/thoughts shared with anyone who wants to follow along and think through ideas together.

What I Write About

Deep dives

Long-form breakdowns of companies I find genuinely interesting. These are detailed and valuation-focused. I try to explain what makes a business tick, what could go wrong, and what the market might be missing. Thematic work and sector analysis

When I’m tracking a particular industry or trend (China tech, building products distribution, capital cycles), I write about it. Context matters as much as individual names.

Ongoing research and earnings coverage

When a company I’m following reports something meaningful, I cover it. I also write about ideas that catch my attention even if I never buy a share. If it’s interesting and worth thinking through, I usually write it up.

What This Isn’t

This is not a trading service. I’m not here to tell you what to buy or when to sell. I don’t send alerts. I don’t promise returns. The goal is to share my research process openly so readers can learn from it, push back on it, and apply their own thinking to their own situations.

I write about what I own because I think transparency matters, not because my portfolio is the product. The research is the product.

Why Subscribe?

Paid subscribers get access to everything: all deep dives, all ongoing research, and the full analytical work. Free subscribers still get a solid amount of content, but the detailed process lives behind the paywall. Every paid subscription gives me more time to write and pushes this project closer to becoming something I can do full time.

A Quick Disclaimer

This isn’t investment advice. It’s independent research and analysis shared so people can think more clearly about businesses and investing. I am not a registered investment advisor. Always do your own work and invest according to your own goals and risk tolerance.

Thanks for being here. Whether you’re new or have been reading from the start, I appreciate you. I’ll keep putting in the work and trying to make every post worth your time.

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