Bristlemoon Capital

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AerCap (AER) – An Unconventional Quality Business
Generational supply/demand imbalance creating tailwinds
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Bristlemoon Capital
PAR Technology Corporation (PAR) - The Right Jockey For the Right Horse
A profit inflection on the horizon
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Bristlemoon Capital

June 2024

Starting a Fund (the Good and the Bad)
Musings on the fund launch journey
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Bristlemoon Capital
7

April 2024

Pinterest (PINS) – Not Just Window Shopping
Growth acceleration on the horizon
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Bristlemoon Capital
2
The Perils of Short Selling
Why shorting is a hard way to make money and how Bristlemoon approaches shorting
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Bristlemoon Capital

March 2024

Dutch Bros Inc. (BROS) – A Caffeinated Growth Story
Is this the next Starbucks?
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Bristlemoon Capital
4
George Hadjia Interview on Sunday's Idea Brunch
George Hadjia, Founder of Bristlemoon Capital, was recently interviewed by Edwin Dorsey for Sunday’s Idea Brunch. Edwin was kind enough to let…
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Bristlemoon Capital

February 2024

The Trade Desk (TTD) - A Champion of the Open Web
Bristlemoon's exploration of the murky, complex world of ad tech
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Bristlemoon Capital
Harrison Ford and Why Bristlemoon Is Going Paid
Harrison Ford’s Humble Beginnings
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Bristlemoon Capital
Match Group 4Q23 Update
Match Group (Nasdaq: MTCH) recently reported their 4Q23 earnings result, containing incremental commentary and data to help us frame the investment…
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Bristlemoon Capital

January 2024

National Vision Holdings (EYE) - Bristlemoon Shorts, Edition #1
EYE and the upcoming Walmart contract loss
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Bristlemoon Capital

December 2023

RH (RH) – A Retail Transformation
Can RH climb the luxury mountain?
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Bristlemoon Capital
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