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Bristlemoon Research

Substack

Articles

15

Companies covered

13

Sectors

5

Countries

2

Research Articles

Google’s AI Return on Investment

Jul 28, 2026

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

Feb 6, 2026

TransDigm (TDG) – The King of Aerospace Private Equity

Dec 18, 2025

Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)

Sep 5, 2025

Meta Platforms (META) 2Q25: SuperMetalligence

Aug 1, 2025

MercadoLibre (MELI) - Amazon in the Amazon

Mar 31, 2025

Bristlemoon x Eric Seufert Podcast - Dating Apps Deep Dive

Mar 18, 2025

Unity Software (U) – AppLovin at home?

Jan 23, 2025

Bristlemoon September Quarterly Letter & AppLovin Writeup

Oct 9, 2024

Pinterest (PINS) 2Q24 Result

Jul 31, 2024

Pinterest (PINS) – Not Just Window Shopping

Apr 29, 2024

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

Feb 14, 2024

Harrison Ford and Why Bristlemoon Is Going Paid

Feb 12, 2024

Bristlemoon on Business Breakdowns Podcast - Match Group

Oct 27, 2023

META and Why Zuck is the King of Counter-Positioning

Oct 26, 2023

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