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Xponential Fitness (XPOF) – A (Complicated) Franchisor Growth Story
Taking a look at the boutique fitness franchisor
Feb 10
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Xponential Fitness (XPOF) – A (Complicated) Franchisor Growth Story
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January 2025
Unity Software (U) – AppLovin at home?
Can Unity replicate some of AppLovin's success?
Jan 23
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Unity Software (U) – AppLovin at home?
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Bristlemoon’s Newest Team Member - Daniel Wu Joining as Portfolio Manager
Thoughts on what risk means to us
Jan 15
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Bristlemoon’s Newest Team Member - Daniel Wu Joining as Portfolio Manager
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Bristlemoon December 2024 Quarterly Letter
Lessons on position sizing and reflections on our largest investment mistake
Jan 10
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Bristlemoon December 2024 Quarterly Letter
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December 2024
The Question People Ask Us
A reminder of the wonders of compounding
Dec 16, 2024
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The Question People Ask Us
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November 2024
PAR Investor Day Key Takeaways
Incremental insights on a core Bristlemoon investment
Nov 26, 2024
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PAR Investor Day Key Takeaways
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PDD Holdings (PDD) – Amazon’s Greatest Threat?
A deep dive on the high-growth, e-commerce powerhouse
Nov 19, 2024
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PDD Holdings (PDD) – Amazon’s Greatest Threat?
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October 2024
Bristlemoon September Quarterly Letter & AppLovin Writeup
The role of luck, portfolio adjustments we made in the quarter, and our AppLovin thesis
Oct 9, 2024
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Bristlemoon September Quarterly Letter & AppLovin Writeup
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September 2024
Interactive Brokers (IBKR) - Hoovering up Market Share
A deep dive on the discount brokerage juggernaut
Sep 30, 2024
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Interactive Brokers (IBKR) - Hoovering up Market Share
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August 2024
Investing Mistakes Part 1: Lacking Conviction
Why conviction is an ingredient of investment success
Aug 22, 2024
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Investing Mistakes Part 1: Lacking Conviction
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PAR Technology Corp (PAR) 2Q24 Result
Profit inflection draws nearer
Aug 12, 2024
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PAR Technology Corp (PAR) 2Q24 Result
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July 2024
Pinterest (PINS) 2Q24 Result
A strong quarter with guidance that disappointed
Jul 31, 2024
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Pinterest (PINS) 2Q24 Result
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