Archive - Coughlin Cap

AI, semis, and staying disciplined

Apr 26 • Brian Coughlin

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

The Trucking Squeeze

Food for thought on freight, flatbed, and a short list of ways to play it.

Apr 19 • Brian Coughlin

[New Position] VNET Group (VNET)

Independent, value-oriented research — I write about stocks across China and global markets.

Apr 18 • Brian Coughlin

Independent, value-oriented research — I write about stocks across China and global markets.

Apr 13 • Brian Coughlin

China Tech Looks Cheap Again

Independent, value-oriented research — I write about stocks across China and global markets.

Apr 10 • Brian Coughlin

[Update] BYD (BYDDY)

Independent, value-oriented research — I write about stocks across China and global markets.

Apr 4 • Brian Coughlin

March 2026

Burford Without YPF

Mar 31 • Brian Coughlin

Don’t Fade The Trump Put

Independent research on global equities.

Mar 29 • Brian Coughlin

Fear + Volatility = Opportunity

Zooming out on the China thesis and China AI

Mar 28 • Brian Coughlin

5 Stocks I’m Buying Now

Markets are jittery. That’s probably underselling it…

Mar 23 • Brian Coughlin

[Update] Alibaba

Independent research on global equities.

Mar 20 • Brian Coughlin

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts