Sitemap - 2025 - Bristlemoon Capital
TransDigm (TDG) – The King of Aerospace Private Equity
Hemnet – Broken Moat or Misunderstood Monopoly?
Bristlemoon September 2025 Quarterly Letter
Fair Isaac Corporation (FICO) – Pricing Power Impaired?
Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)
Meta Platforms (META) 2Q25: SuperMetalligence
Bristlemoon June 2025 Quarterly Letter
Thoughts on Hemnet and Rates of Change
UnitedHealth Group (UNH) and the US Healthcare System
Grindr (GRND) - The Gay Dating App Monopolist
Bristlemoon March 2025 Quarterly Letter
MercadoLibre (MELI) - Amazon in the Amazon
Bristlemoon x Eric Seufert Podcast - Dating Apps Deep Dive
Xponential Fitness (XPOF) – A (Complicated) Franchisor Growth Story
Unity Software (U) – AppLovin at home?
Bristlemoon’s Newest Team Member - Daniel Wu Joining as Portfolio Manager