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The Most Asymmetric Bet in China AI
A Timely Opportunity in China AI
Mar 14
•
Brian Coughlin
and
P14 Capital
13
4
What If China Is Winning?
The US and China are getting along. Like actually getting along. The relationship between these two countries is on a better trajectory right now than…
Mar 8
•
Brian Coughlin
32
6
4
Coupang (CPNG): Q4 2025 Earnings Review
Independent research on businesses worth owning. I share my process, my positions, and my reasoning.
Mar 7
•
Brian Coughlin
9
2
Alibaba is Mispriced
Independent research on businesses worth owning. I share my process, my positions, and my reasoning.
Mar 5
•
Brian Coughlin
22
1
6
Shift4 (FOUR): Pain and Opportunity
Q4 Earnings Review
Mar 2
•
Brian Coughlin
14
6
February 2026
Actionable Trade Idea
Disclaimer: I’m just one investor thinking out loud.
Feb 28
•
Brian Coughlin
10
1
3
I Bought Calls Today
Disclaimer: I’m just one investor thinking out loud.
Feb 26
•
Brian Coughlin
10
1
An AI Infrastructure Play at 8x EBITDA
Disclaimer: This article is for informational purposes only and does not constitute investment advice.
Feb 24
•
Brian Coughlin
13
2
[Update] Alibaba (BABA)
There’s been a lot of noise around Alibaba over the past week and earnings are just around the corner.
Feb 19
•
Brian Coughlin
20
4
What I’m Buying Right Now
"The market does reflect the available information, as the academics tell us.
Feb 15
•
Brian Coughlin
17
6
A Merger Arb With 30-50% Upside
I was scrolling Twitter the other night when someone mentioned Meituan (MPNGY / 3690.HK) in the context of a deal I hadn’t seen.
Feb 11
•
Brian Coughlin
8
2
Big Tech Is Becoming Big Utility
The ever increasing capex spend and what it means for Big Tech
Feb 9
•
Brian Coughlin
23
4
2
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