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Bristlemoon Research

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Bristlemoon Research has 15 stock analyses indexed on RhinoInvestory, covering 13 companies across Communication Services, Consumer Discretionary, Industrials and 2 more. Published Oct 2023 – Jul 2026.

Sectors Covered

Communication ServicesConsumer DiscretionaryIndustrialsInformation TechnologyReal Estate

Countries Covered

USUruguay

Stock Analyses by Bristlemoon Research

Google’s AI Return on Investment

• 2026-07-28

Adobe Inc (ADBE): slowly, then all at once

Adobe ($ADBE) • 2026-02-06

TransDigm (TDG) – The King of Aerospace Private Equity

TransDigm ($TDG) • 2025-12-18

Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)

Mercado Libre ($MELI) • 2025-09-05

Meta Platforms (META) 2Q25: SuperMetalligence

Meta Platforms ($META) • 2025-08-01

MercadoLibre (MELI) - Amazon in the Amazon

Mercado Libre ($MELI) • 2025-03-31

Bristlemoon x Eric Seufert Podcast - Dating Apps Deep Dive

APPS ($APPS) • 2025-03-18

Unity Software (U) – AppLovin at home?

Unity Software ($U) • 2025-01-23

Bristlemoon September Quarterly Letter & AppLovin Writeup

AppLovin ($APP) • 2024-10-09

Pinterest (PINS) 2Q24 Result

Pinterest ($PINS) • 2024-07-31

Pinterest (PINS) – Not Just Window Shopping

Pinterest ($PINS) • 2024-04-29

The Trade Desk (TTD) - A Champion of the Open Web

The Trade Desk ($TTD) • 2024-02-14

Harrison Ford and Why Bristlemoon Is Going Paid

Ford ($F) • 2024-02-12

Bristlemoon on Business Breakdowns Podcast - Match Group

Match Group ($MTCH) • 2023-10-27

META and Why Zuck is the King of Counter-Positioning

Meta Platforms ($META) • 2023-10-26