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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
16
4
3
New Position
I’ve finally added a name I’ve been watching for a while.
Sep 10
•
Brian Coughlin
9
1
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
11
2
5
Alibaba: Cloud Accelerated and the Margin Expanded
Alibaba reported the June quarter Thursday.
Aug 23
•
Brian Coughlin
22
8
Another Big Week for China Tech
Baidu starts Tuesday, Alibaba reports Thursday, and we should learn quite a bit about China AI and e-commerce.
Aug 17
•
Brian Coughlin
10
1
4
Shift4 (FOUR): Still an Opportunity at 8x FCF
The quarter was strong, the guide was strange, and the valuation is still hard to understand.
Aug 9
•
Brian Coughlin
10
1
4
Coupang Q2 Update
A few weeks ago I wrote that Q2 was probably going to be ugly for Coupang.
Aug 7
•
Brian Coughlin
7
1
Portfolio Update
MTD: +30.32%, YTD: +15.84%
Aug 2
•
Brian Coughlin
10
1
1
July 2026
ACM Research (ACMR): Picks And Shovels For China’s Chip Boom
Down 50% in four weeks on news that should help it. I’ve been buying.
Jul 31
•
Brian Coughlin
9
2
What Is the Price of Being Chinese?
A simple comparison that got me thinking.
Jul 26
•
Brian Coughlin
19
4
1
Shift4 Is Up 50%. It’s Still Cheap
The stock finally bounced, but the valuation still assumes the cash flow ramp never arrives.
Jul 19
•
Brian Coughlin
7
2
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