Independent, value-oriented research — I write about stocks across China and global markets.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 154 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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coughlincap.comLatest Issues
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.
What are you here for?
Two things, one of them a favor.
The favor first, and it’s mostly for the paid crowd. I want to know what actually pulled you in. Was it a specific name/stock, the China stuff, or just the general way I think through things? I ask because...
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.
Baidu’s AI Assets Are Massively Undervalued
A lot going on here and the market doesn’t seem to care.
Bubble Talk
Everyone and their mother seems to have a take on where we are in the market right now.
The bears call the top every week. The bulls won’t shut up. And both sides sound way too certain for my liking.
I saw a tweet from the other day that...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Coughlin Cap.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Independent research for investors who think for themselves — covering US & Asia, with a focus on China
P14 Capital uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Not investment advice.
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