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Portfolio Update — June 2025

YTD: +12.08%, 1Y: +18.30%
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Markel Ventures (MKL) — Unpacking Lansing Building Products
How a 70-year-old family distributor became Markel’s billion-dollar building materials play—and why most investors have never heard of it.
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Brian Coughlin
Niche Travel Biz at 6x EBITDA, 14% FCF Yield
11x P/E, 14% FCF yield, 118% membership growth, and a buyback program that’s actually meaningful
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Brian Coughlin
Tencent One Pager
Founded in 1998 by Pony Ma and four college classmates, Tencent began as a knockoff of ICQ called OICQ.
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Brian Coughlin
Fairfax India (FFH.U) — BIAL Catalysts & Outlook
Assessing Fairfax India’s airport monopoly in Bengaluru and the market’s mispricing.
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Brian Coughlin
3 Stocks I’m Watching This Month
A new monthly series: Watchlist with commentary
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Brian Coughlin
1
Why I'm Avoiding (Most) U.S. Equities
History Doesn't Repeat, But It Sure Rhymes
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Brian Coughlin
6
4.3x EBITDA, 7.5x P/E — 50% of Market Cap is Cash
Sometimes, a great business gets so ignored that over half its market cap is just sitting in cash—and the rest of the company, the part actually growing…
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Brian Coughlin
Fairfax India (FFH.U)
At a recent price of about $18, Fairfax India trades at a 10% discount to book value of about $20 per share.
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Brian Coughlin
Cheap Conglomerate at 3.6x EBITDA and 4.9x FCF
Every so often, the market serves up a valuation anomaly that's simply too compelling to ignore.
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Brian Coughlin
Coughlin Capital
Coughlin Capital
Delivering high-quality research and deep dives on companies, unique market insights, and intriguing investment opportunities. Insights from a DIY investor’s journey. I’m focused on quality and value in every pursuit.
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