Reletter
Artwork for Bristlemoon Capital

Bristlemoon Capital

Tens of paid subscribers

Deep dives on stocks to help you understand them

Platform
Substack
PricingFreemiumPublishesWeekly
Issues59Founded3 years agoLast Issue16 days ago
Active

Read this Newsletter

bristlemoonresearch.com
Artwork for Bristlemoon Capital

Latest Issues

FTAI Aviation (FTAI US) – The Engine Shop That Owns the Engines

The green time arbitrage king

Welcome to Bristlemoon Capital! In this report, we examine FTAI Aviation and the economics of its engine exchange model. For more of our work on the aerospace industry, you may also enjoy our research on AerCa...

16 days ago
27
Paid

Making sense of Sandisk’s long-term financial model

Welcome to Bristlemoon Capital! We have written previously on M, Google’s ROI, ASML, IFX GY, AERO SW, AER, 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...

2 months ago
17

Are Department Stores Finally Shortable?

Melting ice cubes, but with a catalyst

Welcome to Bristlemoon Capital! We have written previously on Google’s ROI, ASML, IFX GY, AERO SW, AER, ADBE, TDG, the AI bubble, FICO, GOOGL, ASML, SNPS, UNH, META, GRND, HEM SS, MELI, U, APP, PDD, I...

2 months ago
15
Paid

Google’s AI Return on Investment

Welcome to Bristlemoon Capital! We have written previously on ASML, IFX GY, AERO SW, AER, 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 TT...

3 months ago
44
6

Bristlemoon June 2026 Quarterly Letter

The Bristlemoon Global Fund returned 1.9 percent for the June 2026 quarter, with a -2.7 percent return for the month of June 2026, net of fees. Key performance contributors in the month of June included ASML, PAR Technology Corporation, and...

3 months ago
25

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Bristlemoon Capital.

SubscribersEngagement73Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

SEO Reach

Where Bristlemoon Capital ranks on Google, and how much search traffic it brings in.

Ranked Keywords96Monthly Search TrafficTop Keywords

Authors

The writers behind this newsletter.

  • Bristlemoon Capital

    A global long/short fund that writes about companies to help you better understand them.

  • Frequently Asked Questions

    How can I access the email archive for Bristlemoon Capital?

    You can find recent issues that have been published by Bristlemoon Capital on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does Bristlemoon Capital have?

    To see how many people subscribe to Bristlemoon Capital, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in Bristlemoon Capital?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch Bristlemoon Capital as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like Bristlemoon Capital?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Bristlemoon Capital using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Bristlemoon Capital?

    Scroll up to where it says Related Newsletters to see other publications like Bristlemoon Capital. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact Bristlemoon Capital?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.