How Can I Improve Coughlin Capital?
Hi everyone —
I’ll keep this short.
Coughlin Capital started as something I wrote because I genuinely like doing this. Markets are fun. Research is fun. Investing is fun. At least most of the time. Somehow this little project has turned into a pretty serious group of readers who actually care about the work, which still surprises me in the best way.
Since so many of you keep showing up, I want to make sure I’m giving you the good stuff. The posts you look forward to. The research that actually helps you think. The updates you check right away instead of letting sit in your inbox for three days.
To do that, I need to know what you like, what you don’t like, and what you want more of.
So here’s the small favor…
If you can spare one minute, I’d love for you to take this short survey:
It’s anonymous and painless. No trick questions. No personality quiz asking what kind of investor-spirit-animal you are. Just straightforward feedback so I can keep improving the newsletter.
Thank you for being here. I really mean that. The support is what lets me keep going, keep writing, and keep finding new ideas. I want to make this as good as it can be.
— Brian



Wasn’t trying to cook you bro was trying to help you 🫡
JD
PEROIC Weight Ratio Fin.2025.Sep.TTM
= P/E ÷ ROIC
= (28.39÷3.3037037037)÷7.6226286105
= 1.1273520054
.
12.74 % Overvalued