Bristlemoon Research
Bristlemoon Research has 15 stock analyses indexed on RhinoInvestory, covering 14 companies across Communication Services, Consumer Discretionary, Industrials and 1 more. Published Oct 2023 – Jul 2026.
Stock Analyses by Bristlemoon Research
Google’s AI Return on Investment
Google • Published: 2026-07-28
Adobe Inc (ADBE): slowly, then all at once
Adobe ($ADBE) • Published: 2026-02-06
TransDigm (TDG) – The King of Aerospace Private Equity
TransDigm ($TDG) • Published: 2025-12-18
Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)
Mercado Libre ($MELI) • Published: 2025-09-05
Meta Platforms (META) 2Q25: SuperMetalligence
Meta Platforms ($META) • Published: 2025-08-01
MercadoLibre (MELI) - Amazon in the Amazon
Mercado Libre ($MELI) • Published: 2025-03-31
Bristlemoon x Eric Seufert Podcast - Dating Apps Deep Dive
APPS ($APPS) • Published: 2025-03-18
Unity Software (U) – AppLovin at home?
Unity Software ($U) • Published: 2025-01-23
Bristlemoon September Quarterly Letter & AppLovin Writeup
AppLovin ($APP) • Published: 2024-10-09
Pinterest (PINS) 2Q24 Result
Pinterest ($PINS) • Published: 2024-07-31
Pinterest (PINS) – Not Just Window Shopping
Pinterest ($PINS) • Published: 2024-04-29
The Trade Desk (TTD) - A Champion of the Open Web
The Trade Desk ($TTD) • Published: 2024-02-14
Harrison Ford and Why Bristlemoon Is Going Paid
Ford ($F) • Published: 2024-02-12
Bristlemoon on Business Breakdowns Podcast - Match Group
Match Group • Published: 2023-10-27
META and Why Zuck is the King of Counter-Positioning
Meta Platforms ($META) • Published: 2023-10-26









