Bristlemoon Capital

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

Is AI eating Adobe?

Feb 6 • Bristlemoon Capital

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3

Timee CEO x Bristlemoon Webcast

A fireside chat with Timee Founder and CEO Ryo Ogawa

Feb 3 • Bristlemoon Capital

17

2

January 2026

Bristlemoon December 2025 Quarterly Letter

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

Jan 8 • Bristlemoon Capital

16

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

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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

37

16

4

Fair Isaac Corporation (FICO) – Pricing Power Impaired?

Exploring the industry standard for US consumer credit risk

Sep 11, 2025 • Bristlemoon Capital

27

6

Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)

Listen to our breakdown of the leading Latam commerce + fintech ecosystem

Sep 5, 2025 • Bristlemoon Capital

13

1

August 2025

Meta Platforms (META) 2Q25: SuperMetalligence

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

Aug 1, 2025 • Bristlemoon Capital

12

2

2

July 2025

Bristlemoon June 2025 Quarterly Letter

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

Jul 14, 2025 • Bristlemoon Capital

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3

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