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Ignorance Is Bliss
Independent, value-oriented research — I write about stocks across China and global markets.
Jun 12
•
Brian Coughlin
5
3
1
China Instant Retail: From Subsidy War to Duopoly
After a year of heavy subsidies and shifting share, the old market structure may not be coming back.
Jun 4
•
Brian Coughlin
10
1
May 2026
What are you here for?
A quick reader survey
May 30
•
Brian Coughlin
4
1
I Found a Semi Equipment Stock Trading at a ~45% Discount to NAV
Independent, value-oriented research — I write about stocks across China and global markets.
May 28
•
Brian Coughlin
18
6
Baidu’s AI Assets Are Massively Undervalued
A lot going on here and the market doesn’t seem to care.
May 23
•
Brian Coughlin
11
4
Bubble Talk
Nobody Rings a Bell at the Top
May 18
•
Brian Coughlin
15
1
2
Alibaba (BABA): Cloud Keeps Accelerating
38% cloud growth, margin expansion guided, quick commerce profitability pulled forward
May 14
•
Brian Coughlin
8
1
4
A Big Week for China Tech
Cloud, capex, margins, and a very important week for China tech.
May 10
•
Brian Coughlin
4
3
Coupang (CPNG): Q1 2026 Earnings Review
Independent, value-oriented research — I write about stocks across China and global markets.
May 6
•
Brian Coughlin
3
1
[Update] Kaspi.kz (KSPI)
Independent, value-oriented research — I write about stocks across China and global markets.
May 2
•
Brian Coughlin
13
4
April 2026
Folly
AI, semis, and staying disciplined
Apr 26
•
Brian Coughlin
10
4
A Microcap at 3x EBITDA, Growing >20%, 90% Insider-Owned
A Rare Asymmetric Opportunity With An Unusual Share Price To Valuation Disconnection
Apr 22
•
Brian Coughlin
17
1
2
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