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Brian Coughlin Profile
Brian Coughlin

@EquityBrian

Followers
9K
Following
173K
Media
1K
Statuses
35K

Hunting for quality, value & mispriced growth. Independent investor sharing ideas via Coughlin Capital → https://t.co/pc4h0r6iX5

Boston, MA
Joined January 2014
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@EquityBrian
Brian Coughlin
2 months
“Chinese tech companies are genuinely embracing the concept of shareholder returns, marking a critical and positive turning point for investors.” $BABA $TCEHY.
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@EquityBrian
Brian Coughlin
13 hours
S&P 500 trading at 22.5x forward earnings. 95th percentile since 1988 and well above the 30-year average of 15.5x
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@EquityBrian
Brian Coughlin
1 day
Autism?.
@markoinny
Marko Kolanovic
3 days
Data centers will soon become stranded assets.
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@EquityBrian
Brian Coughlin
1 day
Honestly a great take.
@zoomyzoomm
Zoomer
1 day
People fundamentally misunderstand Gen Z’s attitude to risk taking. We are not all “degenerate gamblers” that you think we are. (Okay I mean some of us are). We would rather not take any risk at all. We would love to just sit in our apartments and cruise to financial
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@EquityBrian
Brian Coughlin
1 day
RT @KairosPraxis: Captain obvious here, but I still can't get over how insane SaaS SBC levels even after these companies have been public f….
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@EquityBrian
Brian Coughlin
2 days
The re-bubble is real. Strap in.
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@EquityBrian
Brian Coughlin
2 days
RT @MikeZaccardi: China $FXI +52% YoY
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@EquityBrian
Brian Coughlin
2 days
$BABA.
@Sino_Market
CN Wire
2 days
ALIBABA LAUNCHES AGENTIC PROGRAMMING PLATFORM QODER FOR GLOBAL USERS.#CHINA #AI #ALIBABA $BABA .
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@EquityBrian
Brian Coughlin
2 days
Short $QQQ, Long China tech—e.g. $KWEB, $BABA, $BIDU. That’s the trade into year-end.
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@EquityBrian
Brian Coughlin
3 days
$BIDU.
@bgurley
Bill Gurley
3 days
Apollo neck and neck w Waymo. Key difference: car is “way” cheaper. Like $30k vs $175k. Big diff. ROW will be the battleground.
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@EquityBrian
Brian Coughlin
3 days
Classic Lutnick.
@Sino_Market
CN Wire
3 days
🇨🇳🇺🇸Beijing turns against Nvidia’s AI chip after ‘insulting’ Lutnick remarks.Beijing has moved to restrict sales of Nvidia’s China-specific H20 artificial intelligence processor after US commerce secretary Howard Lutnick made remarks on chip exports that senior Chinese officials
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@EquityBrian
Brian Coughlin
3 days
RT @birdshire: $baba casually turning its merchant monetization into SaaS + Ads. That’s the blueprint to scaling video/live/creator ads acr….
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@EquityBrian
Brian Coughlin
3 days
Asia/Pacific cloud spending is forecasted to grow at a CAGR of 22.2% and reach $471.2 billion by 2028.
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@EquityBrian
Brian Coughlin
3 days
“Alibaba dominated China’s cloud industry in the March quarter, with a 33 per cent market share, followed by Huawei with a market share of 18 per cent, Canalys said.” $BABA.
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scmp.com
The top two players each held roughly 25 per cent of the 2024 market, followed by Tencent and Huawei, IDC says.
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@EquityBrian
Brian Coughlin
3 days
“China’s overall cloud-computing market continued to build momentum this year, as first-quarter spending rose 16 per cent from a year earlier to US$11.6 billion, according to a report by research firm Canalys last month.”.
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@EquityBrian
Brian Coughlin
3 days
What part of the cycle is this?.
@ericjackson
Eric Jackson
3 days
Day 1 of standing outside ⁦@Drake⁩ ‘s house until he buys at least ONE share of $OPEN. He said “started from the bottom” — well, so did we. Let’s ride. 🚀
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@EquityBrian
Brian Coughlin
4 days
RT @DeItaone: BEIJING -- Leading municipalities in China are seeking to achieve at least 70% self-sufficiency in artificial intelligence c….
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@EquityBrian
Brian Coughlin
4 days
Turns out valuation does eventually matter. Who knew? $PLTR.
@EquityBrian
Brian Coughlin
6 days
Valuation always matters… eventually.
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@EquityBrian
Brian Coughlin
4 days
RT @SixSigmaCapital: Momentum getting hit, no bid, VIX at 15. Very orderly so far and healthy. Plenty of room to fall further.
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@EquityBrian
Brian Coughlin
4 days
Cloud and AI growth in China is clearly accelerating. $BIDU posted 27% growth, but with a much smaller base, I expected more. If that’s the read-through, $BABA is likely taking the lion’s share. I wouldn’t be surprised if their report next week makes that clear.
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@EquityBrian
Brian Coughlin
4 days
“AI has become a strategic focus for more and more companies. From what we’ve observed, demand is picking up across a wide range of sectors—not only from early adopters like Tech and Internet companies, but also from a broader range of industries like utilities, financial.
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