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Bristlemoon Capital

Bristlemoon Capital

Deep dives on stocks to help you understand them

Platform
Substack
PricingFreemiumPublishesWeekly
Issues44SubscribersRead bristlemoonresearch.com

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#188
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Hemnet – Broken Moat or Misunderstood Monopoly?

An update on Swedish real estate portal

a month ago
14
0
Paid

Framing the AI Bubble

Putting some numbers around the AI bubble narrative

2 months ago
12
0
Paid

Bristlemoon September 2025 Quarterly Letter

The Bristlemoon Global Fund returned 5.0 percent for the September 2025 quarter, with a 5.6 percent return for the month of September 2025, net of fees. For the fifteen-month period since inception, the Fund has produced a cumulative 19.3 p...

3 months ago
19
2

Starting a Fund – One Year In

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...

4 months ago
37
16

Authors

The writers behind this newsletter.

  • Bristlemoon Capital

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

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