Independent, value-oriented research — I write about stocks across China and global markets.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 172 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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coughlincap.comLatest Issues
Domino’s (DPZ): Has the Selloff Gone Too Far?
and I have been talking about Domino’s lately and decided to write this one together. He writes Unfair Advantage, and we’ve been comparing notes on the business and what the stock could return from here.
For me, the valuation and buybacks...
New Position
I’ve finally added a name I’ve been watching for a while.
I’ve finally added a name I’ve been watching for a while. Wanted to share a few quick thoughts on why I’m getting involved.
VNET: Down 40% in an AI Boom
VNET stock is down roughly 40% since my original write-up. I revisit its data center growth, debt, cash flow and valuation to see if the thesis still holds.
I first wrote about VNET with P14 Capital back in March, when the stock was around...
Dropbox, the Share Cannibal
The share count is down 45% since 2020, and the core business is finally showing a little life.
I was going through my watchlist recently and Dropbox of all names caught me off guard.
Alibaba: Cloud Accelerated and the Margin Expanded
Alibaba reported the June quarter Thursday.
Alibaba reported the June quarter Thursday. Cloud grew 45%, adjusted EBITA margin got to 11.6%, management said both should keep going in that direction, and then the stock fell 8.6% on Friday.
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The writers behind this newsletter.
Finding businesses I never have to sell.
Independent research for investors who think for themselves — covering US & Asia, with a focus on China
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