Brian Coughlin
@EquityBrian
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Private LT Investor (Value and Quality Oriented) ——— In-depth Research and Actionable Ideas at https://t.co/RLGlWPO5lQ
Boston, MA
Joined January 2014
I went ahead and removed the paywall on my Alibaba investment thesis. $BABA Check out my quick pitch for free at:
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@ValleyFallsRI Sentiment this time around seems drastically different. It’s a complete narrative shift.
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@arny_trezzi @DOGE @JTLonsdale @PalantirBullets Sure, but the market is already pricing $PLTR as the #1 government contractor…
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RT @siyul: If I can only use one table to make a $BUR bull case. It might sound hyperbolic to compare Burford to companies like $JPM $BAC…
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Alibaba is still dirt cheap… $BABA
Even after a massive rally, $BABA remains a compelling opportunity. With $60B of cash, aggressive share buybacks and the stock trading near record low valuations (7.5x EBITDA — 11x FCF), there’s still PLENTY of upside potential.
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Dropbox is quietly morphing into a share cannibal. Since 2019, $DBX has cut its total shares outstanding by over ~26%
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@ONOLiathain It’s cheap. Like very cheap (11x FCF) 40% FCF margins, $1B+/Year in FCF, massive retirement of shares outstanding and lots of cost cutting… Stock will likely re-rate and will continue to move higher
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Despite a 15-1 record, the Chiefs have been wildly overhyped all season—they never truly earned a Super Bowl spot.
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