Subscribe
Sign in
Home
Chat
Twitter/X
Koyfin
Archive
Leaderboard
About
Latest
Top
Discussions
The Week Ahead
October 26–30, 2026
Oct 26
•
Brian Coughlin
10
3
2
Collateral Damage
Three beaten-down stocks and a bet on yields finally settling down.
Oct 19
•
Brian Coughlin
10
1
Alibaba: Are Expectations Too Low?
I’ve been looking through some new Alibaba notes/research from Citi and Nomura this week and wanted to share my thoughts on their estimates and how they…
Oct 11
•
Brian Coughlin
13
2
3
A premature obituary for Shift4
I’ve been wrong on Shift4 so far.
Oct 6
•
Brian Coughlin
12
2
September 2026
Higher for How Long?
The 10-year Treasury yield has gone from 4.79% at the beginning of September to around 5.3%.
Sep 30
•
Brian Coughlin
11
3
Alibaba’s 20GW Bet
New chips, bigger cloud ambitions, and why I’m comfortable with more spending.
Sep 24
•
Brian Coughlin
14
3
Im Buying More
A quick update today on one of the newer positions in the portfolio.
Sep 18
•
Brian Coughlin
11
1
Domino’s (DPZ): Has the Selloff Gone Too Far?
A good business, a shrinking share count and a much lower price.
Sep 13
•
Brian Coughlin
and
AK | Unfair Advantage Capital
20
4
3
New Position
I’ve finally added a name I’ve been watching for a while.
Sep 10
•
Brian Coughlin
10
2
VNET: Down 40% in an AI Boom
VNET stock is down roughly 40% since my original write-up. I revisit its data center growth, debt, cash flow and valuation to see if the thesis still…
Sep 5
•
Brian Coughlin
10
2
3
August 2026
Dropbox, the Share Cannibal
The share count is down 45% since 2020, and the core business is finally showing a little life.
Aug 28
•
Brian Coughlin
12
2
5
Alibaba: Cloud Accelerated and the Margin Expanded
Alibaba reported the June quarter Thursday.
Aug 23
•
Brian Coughlin
22
9
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
