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.
Website: https://coughlincap.com
A newsletter profiling 'hated' stocks that return most of their cash to shareholders through buybacks, with long-form case studies on Signet Jewelers and Group 1 Automotive. It walks readers through balance sheets, debt structure, and the investment track records of notable fund managers.
Equity research newsletter from a long-term value and growth investor, featuring company deep dives, valuation updates and reflections on investment process. Readers get detailed analysis of global stocks plus the author's own portfolio reasoning and decisions.
A weekly investment newsletter that tests the hidden assumptions behind AI-related stock moves by checking each claim against company filings such as 10-Qs and 10-Ks. It explains how debt stress at one borrower like CoreWeave might spread to suppliers and customers, using specific numbers from published reports.
Investor-focused analysis of individual high-quality public companies, mostly quarterly earnings breakdowns with commentary on management behaviour, capital allocation and valuation. Readers get numbers by region and segment, call takeaways, and the author's own view on each stock.
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