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Bristlemoon Capital

Publishes detailed company research and quarterly letters designed to help readers understand businesses, their economics, and their investment cases.

https://www.bristlemoonresearch.com/

Mentions20
Posts8
Latest post12 Oct 2026
Polaris Inc.Bristlemoon September 2026 Quarterly Letter-12 Oct 2026
MasterBrand, Inc.Bristlemoon September 2026 Quarterly Letter-12 Oct 2026
REA Group LimitedBristlemoon September 2026 Quarterly Letter-12 Oct 2026
The Campbell's CompanyBristlemoon September 2026 Quarterly Letter-12 Oct 2026
Baltic Classifieds Group PLCBristlemoon September 2026 Quarterly Letter-12 Oct 2026
Hemnet Group AB (publ)Bristlemoon September 2026 Quarterly Letter-12 Oct 2026
PAR Technology CorporationBristlemoon September 2026 Quarterly Letter-12 Oct 2026
Lam Research CorporationBristlemoon September 2026 Quarterly Letter-12 Oct 2026
Sandisk CorporationBristlemoon September 2026 Quarterly Letter-12 Oct 2026
ASML Holding N.V.Bristlemoon September 2026 Quarterly Letter-12 Oct 2026
FTAI Aviation Ltd.FTAI Aviation (FTAI US) – The Engine Shop That Owns the Engines-29 Sept 2026
Sandisk CorporationMaking sense of Sandisk’s long-term financial model-28 Aug 2026
Kohl's CorporationAre Department Stores Finally Shortable?-13 Aug 2026
Macy's, Inc.Are Department Stores Finally Shortable?-13 Aug 2026
Alphabet Inc.Google’s AI Return on Investment-28 Jul 2026
AppLovin CorporationBristlemoon June 2026 Quarterly Letter-13 Jul 2026
ASML Holding N.V.Bristlemoon June 2026 Quarterly Letter-13 Jul 2026
Infineon Technologies AGInfineon Technologies (IFX GY): Power Overwhelming-4 Jun 2026
ASML Holding N.V.Do You Dance While the Music Is Playing?-21 May 2026
NVIDIA CorporationDo You Dance While the Music Is Playing?-21 May 2026