Sitemap - 2025 - Coughlin Capital
Markel Ventures (MKL) — Unpacking Lansing Building Products
Niche Travel Biz at 6x EBITDA, 14% FCF Yield
Fairfax India (FFH.U) — BIAL Catalysts & Outlook
3 Stocks I’m Watching This Month
Why I'm Avoiding (Most) U.S. Equities
4.3x EBITDA, 7.5x P/E — 50% of Market Cap is Cash
Cheap Conglomerate at 3.6x EBITDA and 4.9x FCF
Coupang — A Moat That Keeps Widening
Is Alibaba the Most Undervalued Player in AI Right Now?
Nelnet — Cash-Rich, Disciplined, Undervalued
Amazon Is Absurdly Undervalued At <12x EV/EBITDA
Markel (MKL) — The Perfect Compounder?
Why I’m Still Long Alibaba (BABA)
Tariffs, Turmoil, and Opportunity
70% Gross Margins, 25% Growth, Trading at 9x EBITDA
My Investment Strategy: Active Patience
Two Stocks Trading at <4x EBIT, Repurchasing Shares
Zyn, Velo, and the Future of Nicotine
Why China Stocks Are Buzzing Again (And Still a Total Bargain)
Deep Dive into British American Tobacco (BTI)
A Timeless Brand at 3.7x FCF, Repurchasing 30% of MC
A Cheap Stock Trading at 70% of Asset Value
How Tencent Became the Most Powerful Tech Investor in the World
(CPNG) Coupang’s Inflection Point: Scaling Profitability and Growth
(BABA) Alibaba Update — Q3/FY2024
(BIDU) Baidu Investment Thesis
Mature SaaS Business trading at 11x EBIT; 33% FCF Margin; 29% ROCE; Repurchasing Stock
Deep Dive into Burford Capital (BUR)
(AMZN) Amazon Update — Q4/FY 2024
Alibaba’s Qwen2.5-Max Enters the Ring
The Dollar is Starting to Crack
Investing Isn’t Complicated—But It’s Not Easy Either
(BABA) Alibaba Investment Thesis
Deep Dive into Tencent Holdings (TCEHY)
Boston Omaha Corporation (BOC)