Bristlemoon Capital

Montana Aerospace (AERO SW) – Riding the OEM Coattails

Taking a look at the Swiss aerospace component manufacturer

Apr 21 • Bristlemoon Capital

21

1

Bristlemoon March 2026 Quarterly Letter

AppLovin, FICO, Hemnet, and PAR

Apr 15 • Bristlemoon Capital

26

March 2026

Is the Airline Industry Really That Bad? – AerCap and A Case of Sandbagged Guidance

An update on the Fund's AerCap investment

Mar 2 • Bristlemoon Capital

28

1

1

February 2026

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

Is AI eating Adobe?

Feb 6 • Bristlemoon Capital

28

1

4

Timee CEO x Bristlemoon Webcast

A fireside chat with Timee Founder and CEO Ryo Ogawa

Feb 3 • Bristlemoon Capital

18

2

January 2026

Bristlemoon December 2025 Quarterly Letter

Adobe, Floor & Decor, Baltic Classifieds Group, and Timee

Jan 8 • Bristlemoon Capital

17

1

1

December 2025

TransDigm (TDG) – The King of Aerospace Private Equity

The blueprint for a 2,880x return

Dec 18, 2025 • Bristlemoon Capital

10

1

Hemnet – Broken Moat or Misunderstood Monopoly?

An update on Swedish real estate portal

Dec 8, 2025 • Bristlemoon Capital

15

2

November 2025

Framing the AI Bubble

Putting some numbers around the AI bubble narrative

Nov 3, 2025 • Bristlemoon Capital

12

1

October 2025

Bristlemoon September 2025 Quarterly Letter

ASML, Alphabet, Synopsys, PAR, and our approach to investing

Oct 9, 2025 • Bristlemoon Capital

20

2

1

September 2025

Starting a Fund – One Year In

Lessons from the first year of launching a hedge fund

Sep 17, 2025 • Bristlemoon Capital

38

16

4

Fair Isaac Corporation (FICO) – Pricing Power Impaired?

Exploring the industry standard for US consumer credit risk

Sep 11, 2025 • Bristlemoon Capital

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