Archive - Coughlin Cap

China Tech Looks Cheap Again

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

22 hrs ago • 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

The Most Asymmetric Bet in China AI

A Timely Opportunity in China AI

Mar 14 • Brian Coughlin and P14 Capital

What If China Is Winning?

The US and China are getting along. Like actually getting along. The relationship between these two countries is on a better trajectory right now than…

Mar 8 • Brian Coughlin

Coupang (CPNG): Q4 2025 Earnings Review

Independent research on businesses worth owning. I share my process, my positions, and my reasoning.

Mar 7 • Brian Coughlin

Alibaba is Mispriced

Independent research on businesses worth owning. I share my process, my positions, and my reasoning.

Mar 5 • Brian Coughlin

Shift4 (FOUR): Pain and Opportunity

Q4 Earnings Review

Mar 2 • 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