Bristlemoon Capital
Bristlemoon CapitalDeep dives on stocks to help you understand them
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 49 | Subscribers | Read | bristlemoonresearch.com |
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Latest Issues
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Is the Airline Industry Really That Bad? – AerCap and A Case of Sandbagged Guidance
Welcome to Bristlemoon Capital! We have written previously on ADBE, TDG, the AI bubble, FICO, GOOGL, ASML, SNPS, UNH, META, GRND, HEM SS, MELI, U, APP, PDD, IBKR, PAR, AER, PINS, BROS, MTCH, CPRT, RH, EYE, and TTD.
Adobe Inc (ADBE): slowly, then all at once
Is AI eating Adobe?
Timee CEO x Bristlemoon Webcast
A replay of the Timee CEO x Bristlemoon fireside chat has been made available on YouTube.
Bristlemoon December 2025 Quarterly Letter
The Bristlemoon Global Fund returned -6.2 percent for the December 2025 quarter, with a 0.3 percent return for the month of December 2025, net of fees. For the eighteen-month period since inception, the Fund has produced a cumulative 11.9 p...
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Authors
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A global long/short fund that writes about companies to help you better understand them.
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