Bristlemoon Capital

Fair Isaac Corporation (FICO) – Pricing Power Impaired?

Exploring the industry standard for US consumer credit risk

Sep 11 • 

Bristlemoon Capital

14

Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)

Listen to our breakdown of the leading Latam commerce + fintech ecosystem

Sep 5 • 

Bristlemoon Capital

10

August 2025

Meta Platforms (META) 2Q25: SuperMetalligence

Move over Metaverse, there’s a new money pit in town

Aug 1 • 

Bristlemoon Capital

12

2

July 2025

Bristlemoon June 2025 Quarterly Letter

APi Group, Salesforce, UnitedHealth Group and other commentary on the quarter

Jul 14 • 

Bristlemoon Capital

12

2

June 2025

Thoughts on Hemnet and Rates of Change

Why pulling the pricing lever too fast is risky

Jun 16 • 

Bristlemoon Capital

15

5

UnitedHealth Group (UNH) and the US Healthcare System

A primer on the U.S. healthcare system

Jun 5 • 

Bristlemoon Capital

26

April 2025

Grindr (GRND) - The Gay Dating App Monopolist

Is this the most dominant dating app in existence?

Apr 29 • 

Bristlemoon Capital

6

Bristlemoon March 2025 Quarterly Letter

Our theses on Hemnet and PAR, and why we adopted a more defensive portfolio

Apr 8 • 

Bristlemoon Capital

10

March 2025

MercadoLibre (MELI) - Amazon in the Amazon

The leading commerce and fintech ecosystem for Latin America

Mar 31 • 

Bristlemoon Capital

20

Bristlemoon x Eric Seufert Podcast - Dating Apps Deep Dive

A discussion about the dating app landscape on the MDM podcast

Mar 18 • 

Bristlemoon Capital

5

February 2025

Xponential Fitness (XPOF) – A (Complicated) Franchisor Growth Story

Taking a look at the boutique fitness franchisor

Feb 10 • 

Bristlemoon Capital

6

January 2025

Unity Software (U) – AppLovin at home?

Can Unity replicate some of AppLovin's success?

Jan 23 • 

Bristlemoon Capital

10