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Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)
Listen to our breakdown of the leading Latam commerce + fintech ecosystem
Sep 5, 2025
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Bristlemoon Capital
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Adobe Inc (ADBE): slowly, then all at once
Is AI eating Adobe?
Feb 6
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Bristlemoon Capital
19
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Timee CEO x Bristlemoon Webcast
A fireside chat with Timee Founder and CEO Ryo Ogawa
Feb 3
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Bristlemoon Capital
17
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Bristlemoon December 2025 Quarterly Letter
Adobe, Floor & Decor, Baltic Classifieds Group, and Timee
Jan 8
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Bristlemoon Capital
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TransDigm (TDG) – The King of Aerospace Private Equity
The blueprint for a 2,880x return
Dec 18, 2025
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Bristlemoon Capital
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Hemnet – Broken Moat or Misunderstood Monopoly?
An update on Swedish real estate portal
Dec 8, 2025
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Bristlemoon Capital
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Framing the AI Bubble
Putting some numbers around the AI bubble narrative
Nov 3, 2025
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Bristlemoon Capital
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Bristlemoon September 2025 Quarterly Letter
ASML, Alphabet, Synopsys, PAR, and our approach to investing
Oct 9, 2025
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Bristlemoon Capital
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