
Deep dives on stocks to help you understand them
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 41 | Subscribers | Read | bristlemoonresearch.com |
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Welcome to Bristlemoon Capital! We have written previously on FICO, UNH, META, GRND, HEM SS, MELI, U, APP, PDD, IBKR, PAR, AER, PINS, BROS, MTCH, CPRT, RH, EYE, and TTD. If you haven’t subscribed, you can join 5,008 others who enjoy our dee...
Exploring the industry standard for US consumer credit risk
Bristlemoon Capital’s Daniel Wu appeared on the Business Breakdowns podcast this week to discuss MercadoLibre (Nasdaq: MELI). The discussion, accessible via the links below, covers MELI’s founding story, the e-commerce market in Latin Ameri...
Meta’s strategic investments in AI are yielding impressive results, fueling astonishing growth in all aspects of its business despite the law of large numbers. Emboldened by his company’s resurgence from the Metaverse nadir, Mark Zuckerberg...
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A global long/short fund that writes about companies to help you better understand them.
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