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Thoughts on Hemnet and Rates of Change
Why pulling the pricing lever too fast is risky
Jun 16
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Thoughts on Hemnet and Rates of Change
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UnitedHealth Group (UNH) and the US Healthcare System
A primer on the U.S. healthcare system
Jun 5
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UnitedHealth Group (UNH) and the US Healthcare System
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April 2025
Grindr (GRND) - The Gay Dating App Monopolist
Is this the most dominant dating app in existence?
Apr 29
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Grindr (GRND) - The Gay Dating App Monopolist
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Bristlemoon March 2025 Quarterly Letter
Our theses on Hemnet and PAR, and why we adopted a more defensive portfolio
Apr 8
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Bristlemoon March 2025 Quarterly Letter
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March 2025
MercadoLibre (MELI) - Amazon in the Amazon
The leading commerce and fintech ecosystem for Latin America
Mar 31
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MercadoLibre (MELI) - Amazon in the Amazon
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Bristlemoon x Eric Seufert Podcast - Dating Apps Deep Dive
A discussion about the dating app landscape on the MDM podcast
Mar 18
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Bristlemoon Capital
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Bristlemoon x Eric Seufert Podcast - Dating Apps Deep Dive
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February 2025
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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Bristlemoon Capital
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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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