Brian Coughlin
@EquityBrian
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Investing, writing, and trying not to sell too soon. — Koyfin → 20% off: https://t.co/3YwRABF4V3
Boston, MA
Joined January 2014
New post just out: Alibaba $BABA — Fundamentals > noise. I revisit the thesis and refresh the bull case. (link below)
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here’s a favored theory for what’s going on: we are in an era of rolling bubbles. the entire market may not be, but at any one point there’s a few of them. for a while, staples were in a bubble - that unwound without issue. now, more classic/familiar bubbles have emerged in
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With @ylecun calling out the scare campaign, Anthropic’s China-hack claim falling apart, and a White House “leak” hitting Alibaba… it’s tough to ignore how neatly this all lines up against open source. Especially since $BABA is by far the dominant force in open-source AI.
👀
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The valuation spread between US equities and the rest of the world remains historically wide. Mean reversion usually finds a way… $SPY $ACWX
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Who’s this Bill Ackman guy and why is he living on my feed?
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Private equity stocks rolling over while the S&P 500 hangs in there. Maybe nothing, maybe not. (h/t @Callum_Thomas)
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New post just out: Alibaba $BABA — Fundamentals > noise. I revisit the thesis and refresh the bull case. (link below)
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Jeff Bezos on the paradox of inventing--you have to have both domain expertise and a beginner's mind
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Remember when Tencent was blacklisted for allegedly helping the Chinese military at the start of the year? Stock is up over ~50% since. $TCEHY $BABA
Tencent Makes Biggest Buyback Since 2006 After US Blacklist. $TCEHY “The WeChat operator is sending a signal to the markets” https://t.co/OrimJXb3Et
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“This malicious PR operation clearly came from a rouge voice looking to undermine president Trump’s recent trade deal with China.” $BABA https://t.co/pyhlB0tHui
reuters.com
Washington is accusing online marketplace company Alibaba of providing technological support for Chinese military "operations" against targets in the United States, the Financial Times said on...
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A look at how $BABA Cloud International compares with the initial scaling of $AMZN AWS and $GOOG Cloud. (via Goldman Sachs)
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What are your highest-conviction longs or best ideas (outside the megacaps) looking out a few years?
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Bullshit $BABA
$BABA - WHITE HOUSE MEMO CLAIMS ALIBABA IS HELPING CHINESE MILITARY TARGET US -FT
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Not clear why restrictions would have an impact on downloads...more like time spent
OpenAI’s CFO mentioned that since August they’ve added more restrictions—for example, prompting users who’ve been on for too long to take a break. In December, they’ll ease limits for users who verify their age with adult ID, which should drive an increase in usage time. Alex
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China builds 1 GW of AI capacity at roughly two-thirds the US cost. (via Goldman Sachs)
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Burry is launching a blog on November 25th
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Think the market rips tomorrow into the weekend. Will delete if wrong.
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