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The best Equities Research newsletters

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Coughlin Cap

Substack
coughlincap.com· irregular· Published 7 days ago

Independent investment research newsletter by Coughlin Cap covering value-oriented stock ideas across China and global markets, with issues on housing stocks and interest rates, Alibaba's cloud growth and margins, and Shift4's valuation. Readers get the author's bullish theses, the numbers behind them, and candid discussion of the risks.

alibabashift4housing stocksinterest ratescloud growthvalue investing