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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/

Mentions12
Posts6
Latest post28 Aug 2026
Sandisk CorporationMaking sense of Sandisk’s long-term financial model-28 Aug 2026
National Vision Holdings, Inc.Are Department Stores Finally Shortable?-13 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
ServiceNow, Inc.Bristlemoon June 2026 Quarterly Letter-13 Jul 2026
AppLovin CorporationBristlemoon June 2026 Quarterly Letter-13 Jul 2026
PAR Technology 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