Coughlin Capital

Substack

@coughlincapital

Coughlin Capital是Brian Coughlin在Substack上运营的独立投资研究刊物。他专注于价值投资，对企业进行深入研究，以了解其长期价值创造潜力。他曾发表过对拼多多（PDD）和Markel（MKL）等公司的深度分析报告。网络评价：发表过PDD和MKL深度分析研报

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coughlincapital.substack.com/@coughlincapital

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Ideas

Companies Involved

Platform

Substack

Investment Ideas

AnalysisMPNGYMeituan

A Merger Arb With 30-50% Upside

Feb 11, 2026coughlincapital.substack.com

PitchDDLDingDong

Quick Pitch: DingDong (DDL)

Feb 10, 2026coughlincapital.substack.com

AnalysisAMZNAmazon/Alphabet/Meta/Microsoft

Big Tech Is Becoming Big Utility

Feb 9, 2026coughlincapital.substack.com

BullishFOURShift4 Payments, Inc.

Shift4 (FOUR): Cheaper Than Ever

Feb 4, 2026coughlincapital.substack.com

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