Archive - Bristlemoon Capital

Meta Platforms (META) 2Q25: SuperMetalligence

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

Aug 1 •

Bristlemoon Capital

July 2025

Bristlemoon June 2025 Quarterly Letter

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

Jul 14 •

Bristlemoon Capital

June 2025

Thoughts on Hemnet and Rates of Change

Why pulling the pricing lever too fast is risky

Jun 16 •

Bristlemoon Capital

UnitedHealth Group (UNH) and the US Healthcare System

A primer on the U.S. healthcare system

Jun 5 •

Bristlemoon Capital

April 2025

Grindr (GRND) - The Gay Dating App Monopolist

Is this the most dominant dating app in existence?

Apr 29 •

Bristlemoon Capital

Bristlemoon March 2025 Quarterly Letter

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

Apr 8 •

Bristlemoon Capital

March 2025

MercadoLibre (MELI) - Amazon in the Amazon

The leading commerce and fintech ecosystem for Latin America

Mar 31 •

Bristlemoon Capital

Bristlemoon x Eric Seufert Podcast - Dating Apps Deep Dive

A discussion about the dating app landscape on the MDM podcast

Mar 18 •

Bristlemoon Capital

February 2025

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

Taking a look at the boutique fitness franchisor

Feb 10 •

Bristlemoon Capital

January 2025

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