Bristlemoon Capital
Deep dives on stocks to help you understand them
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 51 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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bristlemoonresearch.comLatest Issues
Montana Aerospace (AERO SW) – Riding the OEM Coattails
Taking a look at the Swiss aerospace component manufacturer
Welcome to Bristlemoon Capital! We have written previously on AER, ADBE, TDG, the AI bubble, FICO, GOOGL, ASML, SNPS, UNH, META, GRND, HEM SS, MELI, U, APP, PDD, IBKR, PAR, AER, P...
Bristlemoon March 2026 Quarterly Letter
The Bristlemoon Global Fund returned -25.5 percent for the March 2026 quarter, with a -3.4 percent return for the month of March 2026, net of fees. Key performance contributors in the month of March included Woodside Energy, Grindr, and our...
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.
If you haven’t subscribe...
Adobe Inc (ADBE): slowly, then all at once
Is AI eating Adobe?
Welcome to Bristlemoon Capital! We have written previously on 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.
Timee CEO x Bristlemoon Webcast
A replay of the Timee CEO x Bristlemoon fireside chat has been made available on YouTube.
We’re pleased to share that Bristlemoon Capital will be hosting a live webcast discussion with Ryo Ogawa, Founder & CEO of Timee.
Timee is...
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A global long/short fund that writes about companies to help you better understand them.
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