Bristlemoon Capital

Hemnet – Broken Moat or Misunderstood Monopoly?

An update on Swedish real estate portal

12 hrs ago • 

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November 2025

Framing the AI Bubble

Putting some numbers around the AI bubble narrative

Nov 3 • 

Bristlemoon Capital

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October 2025

Bristlemoon September 2025 Quarterly Letter

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

Oct 9 • 

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September 2025

Starting a Fund – One Year In

Lessons from the first year of launching a hedge fund

Sep 17 • 

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Fair Isaac Corporation (FICO) – Pricing Power Impaired?

Exploring the industry standard for US consumer credit risk

Sep 11 • 

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Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)

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

Sep 5 • 

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August 2025

Meta Platforms (META) 2Q25: SuperMetalligence

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

Aug 1 • 

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July 2025

Bristlemoon June 2025 Quarterly Letter

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

Jul 14 • 

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June 2025

Thoughts on Hemnet and Rates of Change

Why pulling the pricing lever too fast is risky

Jun 16 • 

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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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April 2025

Grindr (GRND) - The Gay Dating App Monopolist

Is this the most dominant dating app in existence?

Apr 29 • 

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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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