Douglas Research Insights
Douglas Research Insights is a Substack publication run by Douglas Kim, an analyst with over 30 years of experience covering Asian companies at top-tier investment banks and hedge funds. The publication focuses on Asian equity markets, company analysis, and investment research with a particular emphasis on Chinese and broader Asian markets.
Claims from Douglas Research Insights
Douglas Research Insights"My base case valuation of Cerebras Systems is market cap of $41.7 billion or $192 per share, which represents 54% higher than the high end of the IPO price range."May 06, 2026