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UnitedHealth Group (UNH) and the US Healthcare System
A primer on the U.S. healthcare system
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Bristlemoon Capital
Grindr (GRND) - The Gay Dating App Monopolist
Is this the most dominant dating app in existence?
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Bristlemoon Capital
Bristlemoon March 2025 Quarterly Letter
Our theses on Hemnet and PAR, and why we adopted a more defensive portfolio
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Bristlemoon Capital
MercadoLibre (MELI) - Amazon in the Amazon
The leading commerce and fintech ecosystem for Latin America
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Bristlemoon Capital
Bristlemoon x Eric Seufert Podcast - Dating Apps Deep Dive
A discussion about the dating app landscape on the MDM podcast
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Bristlemoon Capital
Xponential Fitness (XPOF) – A (Complicated) Franchisor Growth Story
Taking a look at the boutique fitness franchisor
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Bristlemoon Capital
Unity Software (U) – AppLovin at home?
Can Unity replicate some of AppLovin's success?
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Bristlemoon Capital
Bristlemoon Capital
Bristlemoon Capital
Deep dives on stocks to help you understand them
Recommendations
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Summit Stocks
Summit Stocks
Summit Stocks
Rijnberk InvestInsights
Rijnberk InvestInsights
Daan | InvestInsights
The Great Wall Street - Investing in China
The Great Wall Street - Investing in China
The Great Wall Street
Clark Square Capital's Ultimate Value
Clark Square Capital's Ultimate Value
Clark Square Capital
The Wolf of Harcourt Street
The Wolf of Harcourt Street
Wolf of Harcourt Street

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