Bristlemoon on Business Breakdowns Podcast - Match Group by Bristlemoon Capital
Further thoughts following the podcast release
Read on SubstackThe Perils of Short Selling by Bristlemoon Capital
Why shorting is a hard way to make money and how Bristlemoon approaches shorting
Read on SubstackCopart, Inc. (CPRT) – The Auto Undertaker by Bristlemoon Capital
One of the world's greatest businesses
Read on SubstackMatch Group (MTCH) – To Swipe, or Not to Swipe? by Bristlemoon Capital
A deep dive on the dating app holding company
Read on SubstackPinterest (PINS) – Not Just Window Shopping by Bristlemoon Capital
Growth acceleration on the horizon
Read on SubstackRH (RH) – A Retail Transformation by Bristlemoon Capital
Can RH climb the luxury mountain?
Read on SubstackStarting a Fund (the Good and the Bad) by Bristlemoon Capital
Musings on the fund launch journey
Read on SubstackMETA and Why Zuck is the King of Counter-Positioning by Bristlemoon Capital
Praise for a sometimes unpopular business leader
Read on SubstackDutch Bros Inc. (BROS) – A Caffeinated Growth Story by Bristlemoon Capital
Is this the next Starbucks?
Read on SubstackGeorge Hadjia Interview on Sunday's Idea Brunch by Bristlemoon Capital
Read on SubstackNational Vision Holdings (EYE) - Bristlemoon Shorts, Edition #1 by Bristlemoon Capital
EYE and the upcoming Walmart contract loss
Read on SubstackThe Trade Desk (TTD) - A Champion of the Open Web by Bristlemoon Capital
Bristlemoon's exploration of the murky, complex world of ad tech
Read on Substack