Bristlemoon Research

Bristlemoon Research has 18 stock analyses indexed on RhinoInvestory, covering 19 companies across Communication Services, Consumer Discretionary, Consumer Staples and 3 more. Published Oct 2023 – Oct 2026.

Sectors Covered

Communication Services Consumer Discretionary Consumer Staples Industrials Information Technology Real Estate

Countries Covered

Australia US United States Uruguay

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