Substack · Coughlin Cap · Brian Coughlin
Another Big Week for China Tech
Baidu starts Tuesday, Alibaba reports Thursday, and we should learn quite a bit about China AI and e-commerce.
US · 2 entries · 1 publication
PDD
Pinduoduo
- Entries
- 2
- Bullish
- 0
- Bearish
- 0
- First
- May 31, 2025
- Latest
- Sep 5, 2025
No entry states a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on PDD at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeSector research that mentions it
1Timeline
Newest to oldest- September 2025 1 entry
Substack · Natan’s Substack
Natan's Notes #11: PDD, terrible management?
Welcome to Natan's Notes!
Since publication −37.3% α −55.8 pp vs S&P 500 · USD
- May 2025 1 entry
Substack · Natan’s Substack · Natan
Natan's Notes #1: The PDD Crash
Welcome to Natan's Notes!
Since publication −19.0% α −48.3 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.