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What Is the Price of Being Chinese?
A simple comparison that got me thinking.
Jul 26
•
Brian Coughlin
14
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
Alibaba’s Pre-Q1 Earnings Guidance
The latest sell-side notes point to a much better quarter than investors feared
Jul 14
•
Brian Coughlin
16
5
New Position
Long some calls into the most hated corner of the market.
Jul 7
•
Brian Coughlin
11
5
Coupang and the Korea Wealth Effect
The opportunity hiding in Coupang
Jul 2
•
Brian Coughlin
16
4
2
June 2026
Tencent (0700.HK): The Best Business Nobody Wants
Tencent Holdings — $TCEHY $0700.HK
Jun 25
•
Brian Coughlin
24
3
4
5 Stocks to Buy Now
A handful of names the AI mania is ignoring
Jun 20
•
Brian Coughlin
10
2
2
Ignorance Is Bliss
Independent, value-oriented research — I write about stocks across China and global markets.
Jun 12
•
Brian Coughlin
8
3
2
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
19
7
Baidu’s AI Assets Are Massively Undervalued
A lot going on here and the market doesn’t seem to care.
May 23
•
Brian Coughlin
16
6
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