@GHadjia George Hadjia
George Hadjia posts on X about $fnd, in the, ai, business the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
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- [--] Month [-------] +1,058%
- [--] Months [-------] -21%
- [--] Year [---------] -39%
Mentions: [--] #
- [--] Week [--] +8.50%
- [--] Month [--] +52%
- [--] Months [---] +101%
- [--] Year [---] +5.10%
Followers: [------] #
- [--] Week [------] +1.20%
- [--] Month [------] +1.70%
- [--] Months [------] +5.70%
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CreatorRank: [------] #
Social Influence
Social category influence stocks 52.48% finance 14.85% technology brands 10.89% travel destinations 0.99% countries 0.99% exchanges 0.99% cryptocurrencies 0.99% social networks 0.99% agencies 0.99%
Social topic influence $fnd 17.82%, in the 7.92%, ai 6.93%, business 5.94%, $fico 5.94%, biz 4.95%, fund 4.95%, meta 4.95%, products 3.96%, strong 3.96%
Top accounts mentioned or mentioned by @itsdanielwu @zissoucapital @buccocapital @nwfcapital @billackman @placigyunv6567 @steveyegge @leevalueroach @convequity @djrosent @gilbert @speedwellllc @inflexiosearch @nypost @lexfridmans @gavinsbaker @toneron2 @acedge @marcodices @xghostient
Top assets mentioned Floor & Decor Holdings, Inc. (FND) Fair Isaac, Corp. (FICO) Metadium (META) Match Group Inc (MTCH) TransDigm Group, Inc. (TDG) Adobe, Inc. (ADBE) AppLovin Corporation (APP) Uber Technologies, Inc. (UBER) SuperWalk (GRND) UnitedHealth Group (UNH) MercadoLibre Inc (MELI) Pinterest, Inc. (PINS) Xponential Fitness, Inc. (XPOF) Salesforce Inc (CRM) Effect.AI (EFX) Copart, Inc. (CPRT) Aercap Holdings N.V. (AER) Planet Fitness, Inc. (PLNT) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"What are people's favorite software AI losers which aren't AI losers Keen to hear thesis/rationale/valuation. Now is probably a good time to look at the AI losers which arent AI losers. Now is probably a good time to look at the AI losers which arent AI losers"
X Link 2025-12-11T01:35Z 10.4K followers, 11.6K engagements
"Writing a report on $TDG that we'll publish in the coming weeks. Anyone bullish/bearish here Feel free to DM - would love to connect and exchange notes"
X Link 2025-12-11T05:06Z 10.2K followers, [----] engagements
"$TDG is a designer producer and supplier of highly engineered aircraft components. In fact the company sells its components into nearly every commercial and military aircraft worldwide. https://www.bristlemoonresearch.com/p/transdigm-tdg-the-king-of-aerospace https://www.bristlemoonresearch.com/p/transdigm-tdg-the-king-of-aerospace"
X Link 2025-12-18T20:37Z 10.3K followers, [----] engagements
"The Bristlemoon Global Fund returned [----] percent for the December [----] quarter with a [---] percent return for the month of December [----] net of fees. In the letter below we discuss $ADBE $FND Baltic Classifieds Group and Timee all of which are new positions in the Fund"
X Link 2026-01-08T21:54Z 10.3K followers, [----] engagements
"We have followed Floor & Decor closely since [----]. It is a business we have wanted to own but we have been patiently waiting for the right price. https://www.bristlemoonresearch.com/p/bristlemoon-december-2025-quarterlyr=6grhx&utm_campaign=post&utm_medium=web https://www.bristlemoonresearch.com/p/bristlemoon-december-2025-quarterlyr=6grhx&utm_campaign=post&utm_medium=web"
X Link 2026-01-08T21:54Z 10.2K followers, [---] engagements
"Following the Q3 [----] earnings result the stock dropped to around $60 per share and we began building a position in the Fund"
X Link 2026-01-08T21:54Z 10.2K followers, [---] engagements
"Founded in [----] Floor & Decor (FND) is a retailer of hard surface flooring products such as wood tiles luxury vinyl plank and related accessories. It might sound boring but it's grown comp sales at an 11% CAGR over the last [--] years"
X Link 2026-01-08T21:54Z 10.2K followers, [---] engagements
"FND is selling its merchandise in [-----] square foot warehouse stores compared to a mere [----] to [----] square feet of space that big box home improvement chains such as Home Depot and Lowes dedicate to selling hard surface flooring products"
X Link 2026-01-08T21:54Z 10.3K followers, [---] engagements
"We discuss why this larger store format has cemented $FND as the supply house for the Pro customer (flooring installers/commercial businesses) and why the company's model is difficult to compete with and strengthens with scale. $FND is also rolling out more stores"
X Link 2026-01-08T21:54Z 10.3K followers, [---] engagements
"As of Q3 [----] FND had [---] stores. The company has a longer term target of [---] stores which was upped from the prior [---] store target a few years ago. Its clear that the company still has a lot of runway before it reaches its [---] store target"
X Link 2026-01-08T21:54Z 10.3K followers, [---] engagements
"We view FNDs store rollout strategy as highly value-generative and importantly value-generative in a way that is both understandable and repeatable. This has lead to high ROIC for $FND"
X Link 2026-01-08T21:54Z 10.3K followers, [---] engagements
"However more recently FNDs return on capital has shown a marked deterioration. This has sparked a debate amongst investors: is this due to a permanent impairment of FNDs new store unit economics or merely the result of a temporary cyclical trough"
X Link 2026-01-08T21:54Z 10.3K followers, [---] engagements
"In our quarterly we explore this question examining the macro backdrop including the collapse in existing home sales and how this has affecting $FND's transaction volumes"
X Link 2026-01-08T21:54Z 10.3K followers, [---] engagements
"The macroenvironment of the last few years including COVID distortions has lead to large cyclical fluctuations in demand for $FND evidenced by a volatile sales per square foot metric. Stores now appear to be significantly underearning"
X Link 2026-01-08T21:54Z 10.3K followers, [---] engagements
"We then look at $FND's key business drivers explaining why we think there could be an aggressive snapback in earnings that the market isn't factoring in"
X Link 2026-01-08T21:54Z 10.3K followers, [---] engagements
"We model a comp store sales waterfall to capture what $FND comps could do in the next few years. Check out the quarterly letter for more details"
X Link 2026-01-08T21:55Z 10.3K followers, [---] engagements
"$FND has derated significantly to 32x P/E. While 32x does not look optically cheap we would highlight that this P/E is being calculated from significantly depressed earnings. We believe FND could generate $4.30 of earnings per share in FY28"
X Link 2026-01-08T21:55Z 10.3K followers, [---] engagements
"If $FND holds its 32x P/E then this gets to a $140 share price around 2.2x the current px. But if FNDs multiple re-rates to 40x or 50x then this could see the stock trade at c.$170 to $215 per share over the next two years a 2.8x to 3.5x increase from the current share px"
X Link 2026-01-08T21:55Z 10.3K followers, [---] engagements
"Write ups on $FND $ADBE Baltic Classifieds Group and Timee below. The Bristlemoon Global Fund returned [----] percent for the December [----] quarter with a [---] percent return for the month of December [----] net of fees. In the letter below we discuss $ADBE $FND Baltic Classifieds Group and Timee all of which are new positions in the Fund. The Bristlemoon Global Fund returned [----] percent for the December [----] quarter with a [---] percent return for the month of December [----] net of fees. In the letter below we discuss $ADBE $FND Baltic Classifieds Group and Timee all of which are new positions in"
X Link 2026-01-09T04:20Z 10.3K followers, [----] engagements
"Extended writeup on $FND from our latest quarterly (found in the usual place). We have followed the biz since [----] and have been waiting for the right price. It's now a top [--] position in the Bristlemoon Global Fund. Thoughts below:"
X Link 2026-01-19T22:34Z 10.3K followers, [----] engagements
"Following the Q3 [----] earnings result the stock dropped to around $60 per share and we began building a position in the Fund"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"Founded in [----] Floor & Decor $FND is a retailer of hard surface flooring products such as wood tiles luxury vinyl plank and related accessories. It might sound boring but it's grown comp sales at an 11% CAGR over the last [--] years"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"FND is selling its merchandise in [-----] square foot warehouse stores compared to a mere [----] to [----] square feet of space that big box home improvement chains such as Home Depot and Lowes dedicate to selling hard surface flooring products"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"These larger format stores have cemented $FND as the supply house for the Pro customer (flooring installers/commercial businesses); the company's model is difficult to compete with and strengthens with scale. $FND is also rolling out more stores"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"As of Q3 [----] $FND had [---] stores. The company has a longer term target of [---] stores which was upped from the prior [---] store target a few years ago. Its clear that the company still has a lot of runway before it reaches its [---] store target"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"We view FNDs store rollout strategy as highly value-generative and importantly value-generative in a way that is both understandable and repeatable. This has lead to high ROIC for $FND"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"However more recently FNDs return on capital has shown a marked deterioration. This has sparked a debate amongst investors: is this due to a permanent impairment of $FND new store unit economics or merely the result of a temporary cyclical trough"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"In our quarterly we explore this question examining the macro backdrop including the collapse in existing home sales and how this has affecting $FND's transaction volumes"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"The macroenvironment of the last few years including COVID distortions has lead to large cyclical fluctuations in demand for $FND evidenced by a volatile sales per square foot metric. Stores now appear to be significantly underearning"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"We think there could be an aggressive snapback in earnings that the market isn't factoring in; $FND is driven by the following [--] factors:"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"It's necessary to model the comp sales potential via a comp store waterfall accounting for different store vintages with different growth profiles. See below - our view is that consensus is too low over the next few years. This + operating leverage = EPS upside"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"$FND has derated significantly to 32x P/E. While 32x does not look optically cheap we would highlight that this P/E is being calculated from significantly depressed earnings. We believe FND could generate $4.30 of earnings per share in FY28"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"If $FND holds its 32x P/E then this gets to a $140 share price around 2.2x the current px. But if FNDs multiple re-rates to 40x or 50x then this could see the stock trade at c.$170 to $215 per share over the next two years a 2.8x to 3.5x increase from the recent share px"
X Link 2026-01-19T22:34Z 10.3K followers, [---] engagements
"$FICO's margin ceiling is higher than you think when you consider that the fastest growing B2B mortgage scores biz has 90%+ incremental margins. (Mortgage originations in 1Q26 were +60% YoY (accel vs 52% YoY in 4Q25 and 9ppt accel on 2yr CAGR) vs. 21%/10% YoY for auto/cc orig"
X Link 2026-01-28T23:53Z 10.2K followers, [----] engagements
"This is also just such an epic chart for $FICO"
X Link 2026-01-28T23:58Z 10.2K followers, [----] engagements
"@buccocapital @Steve_Yegge I would contrast the blistering pace of innovation coming out of Anthropic with the glacial appetite for change within most enterprises. Yegge's tech optimism glosses over this but that's also not to say that he might be incorrect re companies getting overrun w/n a 5yr timeframe"
X Link 2026-02-08T05:01Z 10.2K followers, [----] engagements
"We are one underwhelming new AI model release away from software stocks ripping"
X Link 2026-02-08T10:02Z 10.2K followers, 17.4K engagements
"@NWFCapital Its possible for sure. I do think the consensus view has tilted towards an accel in model capabilities but low chance of a re-rate if new models blow people away. TBD"
X Link 2026-02-08T10:51Z 10.2K followers, [---] engagements
"I agree but also think that's widely understood/consensus & to some extent in the price of a # of sw names. If better models are released and sw cos can continue strong performance then in due course you'll get AI threat narrative fatigue. I think the bar for these stocks to de-rate further will move higher over time if biz performance holds up. Now if AI ARR growth stalls and the core biz growth starts to falter/decel (whether due to AI or otherwise) then all bets are off. So the range of possible outcomes has widened massively and notably sw already had very wide potential value outcomes"
X Link 2026-02-08T22:05Z 10.2K followers, [---] engagements
"Well thats embarrassing Code for were getting our pants sued off and dont have a leg to stand on. $APP The worst $App short seller in history has withdrawn their short report. The worst $App short seller in history has withdrawn their short report"
X Link 2026-02-09T07:34Z 10.4K followers, [----] engagements
"@leevalueroach $ADBE writeup here. https://www.bristlemoonresearch.com/p/adobe-inc-adbe-slowly-then-all-atr=6grhx&utm_campaign=post&utm_medium=web https://www.bristlemoonresearch.com/p/adobe-inc-adbe-slowly-then-all-atr=6grhx&utm_campaign=post&utm_medium=web"
X Link 2026-02-10T03:56Z 10.4K followers, [----] engagements
""Investors often reference the Rule of [--] in software. On that basis our 66% revenue growth and 84% adjusted EBITDA margins translate to a score of 150." $APP"
X Link 2026-02-12T03:49Z 10.4K followers, 17.3K engagements
"Bristlemoon just published a writeup on TransDigm $TDG the king of aerospace PE that has compounded at 23% p.a. over almost 20yrs. We explore why it's a phenomenal business some of the risks inherent in the company's value generation playbook and what the future might hold"
X Link 2025-12-18T20:37Z 10.4K followers, 29.9K engagements
"Good thoughts on $PAR Posting my thoughts on $PAR AI risk as well as recent scuttlebutt https://t.co/TUYOidQOfT Posting my thoughts on $PAR AI risk as well as recent scuttlebutt https://t.co/TUYOidQOfT"
X Link 2026-02-03T02:19Z 10.4K followers, [----] engagements
"Very rare to see a tech company switching their financial reporting to now include SBC expense. Great to see. $UBER"
X Link 2026-02-06T03:49Z 10.4K followers, 45.2K engagements
"Satya making an appearance in the Meta Connect event was not on my bingo card"
X Link 2022-10-11T17:44Z 10.4K followers, [--] engagements
"Bristlemoon just published a 16k+ word report on $FICO the credit score monopolist that has increased its mortgage scores prices by 800% over the last three years. We explore how entrenched FICO is in the US credit ecosystem and whether the company still has pricing power"
X Link 2025-09-11T21:30Z 10.4K followers, 46.4K engagements
"Great post on $UBER. The strong growth for Uber from tier [--] mkts de-risks overall growth rates and provides a buffer against immediate AV disruption (which is focused on dense urban centers). The growth runway for UBER is longer than the mkt thinks. I own a material amount of $UBER and if the wife thought she could stop hearing about it she was WRONG. One of the first things that should jump out to you from 4Q results is that user counts were very strong. The first chart way down below is quarterly MAPC y/y which the last https://t.co/bfZfjbyw6A I own a material amount of $UBER and if the"
X Link 2026-02-14T05:04Z 10.4K followers, 15.7K engagements
"One of the best articles Ive read on the SaaS debate. Thankfully not AI-produced drivel like some of the other AI/software debate articles being widely circulated on here. https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A"
X Link 2026-02-14T20:05Z 10.4K followers, 465.3K engagements
"@convequity Agree with that sentiment - theres the potential for the strong to get stronger"
X Link 2026-02-15T04:48Z 10.4K followers, [---] engagements
"$AER's reduction in shares o/s is a beautiful thing. Laughable that the stock was flat after that result. Selling assets for 2.6x book (due to tight aircraft supply/demand with v. high visibility over imbalance persisting) and buying back stock at c.1x book is an awesome equity multiple arbitrage. Seems as though the market is unwilling to capitalize gains on sale which are driving the value generation (I get it) but it will likely take years before that aircraft supply/demand dynamic normalizes. Share count is only going one way and there's a lot of value accretion in the interim"
X Link 2025-02-27T01:45Z 10.4K followers, 19.8K engagements
"Going to download the Grindr app to do some primary research for an upcoming writeup on $GRND. Wish me luck"
X Link 2025-04-24T03:38Z 10.4K followers, 66.5K engagements
"Made the pilgrimage from Sydney Australia. Buffett still delivering pearls of wisdom with his usual humor $BRK"
X Link 2025-05-03T15:44Z 10.4K followers, [----] engagements
"Bristlemoon PM @itsDanielWu just penned a thorough piece on UnitedHealth Group $UNH a stock that has halved over the last [--] mths and now trades at a significant discount to its historical multiples. If you want to learn about UNH/US healthcare this writeup should be helpful"
X Link 2025-06-05T22:29Z 10.4K followers, 26.4K engagements
"$FICO comments from JEF: TheFICO score is theoretically worth $4300 to a consumer.In the coming weeks the FHFA is expected to unveil its plan for managing the cost of mortgage scores &reporting. Most investors expect the FHFA to favor lender's choice where a lender decides whether to originate with FICO or VantageScore. While some headline risk remains our math suggests that even if lenders are given a choice FICO's pricing power does not diminish. Given the long & proven history of the FICO score MBS investors will want a higher yield for any mortgages originated with VantageScore instead of"
X Link 2025-06-09T22:12Z 10.4K followers, 32.6K engagements
"Quite the multiple compression headwind for $CRM. Co is growing FCF @ low DD% buying back stock & well-positioned for agentic AI. Anyone who understands the constraints on change within an enterprise context will know that the AI will kill enterprise SaaS argument is overblown"
X Link 2025-09-03T22:19Z 10.4K followers, [----] engagements
"Bristlemoon Capitals Daniel Wu (@itsDanielWu) appeared on the Business Breakdowns podcast this week to discuss MercadoLibre (Nasdaq: MELI). It's a great breakdown of MELI's backstory how the biz makes money and opportunities/risks. Give it a listen"
X Link 2025-09-05T13:42Z 10.4K followers, 49.7K engagements
"Here are the more memorable comments I received before launching Bristlemoon Capital. In the writeup below I detail lessons from launching a fund including common reasons for a launching a fund and the trade offs different fund launch approaches finding product/mkt fit"
X Link 2025-09-17T23:15Z 10.4K followers, 16.8K engagements
"The new direct licensing program from $FICO is a HUGE change whereby resellers can calculate and distribute FICO Scores directly to customers. Both pricing models announced by FICO represent a price increase. FICO introduced a new performance model whereby it will receive a $4.95 royalty (which is a 50% reduction in average score fees into the tri-merge resellers due to the elimination of the credit bureau markup). In addition there's a funded loan fee of $33 per borrower per score when a FICO-secured loan is closed. It's thus a success-based model whereby FICO is paid a higher fee but only"
X Link 2025-10-02T12:32Z 10.4K followers, 11.4K engagements
"$EFX decision to price VantageScore at $4.50 for the next two years is actually bullish for $FICO. It signals that Equifax has limited levers to counter FICOs direct-licensing push. The main risks were"
X Link 2025-10-07T23:30Z 10.4K followers, 10.4K engagements
""Reels already makes up more than 20% of the time that people spend on Instagram." - Zuck Pretty impressive when you consider that Reels was introduced in August 2020"
X Link 2022-04-27T22:59Z 10.3K followers, [--] engagements
"Great to hang with the Acquired guys @djrosent @gilbert"
X Link 2023-05-16T00:56Z 10.3K followers, 18.4K engagements
"This is what a wartime CEO looks like. $META"
X Link 2023-05-29T20:15Z 10.4K followers, 14.7K engagements
"This RH business breakdown by @Speedwell_LLC was fantastic; it's clear that Drew approaches business analysis with an operator's lens and the pod was brimming with gems. Below are some really insightful points Drew made about discounting. https://www.joincolossus.com/episodes/55603011/cohen-restoration-hardware-climbing-the-luxury-mountain https://www.joincolossus.com/episodes/55603011/cohen-restoration-hardware-climbing-the-luxury-mountain"
X Link 2023-06-01T23:11Z 10.4K followers, 31.9K engagements
"The labour intensity of multi-manager hedge funds means that they account for a quarter of the sectors total headcount despite representing [--] per cent of its assets. Interesting read on the multi-managers. https://on.ft.com/47PrEqw https://on.ft.com/47PrEqw"
X Link 2023-08-25T00:53Z 10.3K followers, 22.9K engagements
"$MTCH looked okay on the surface; below the surface it was pretty bad. The Tinder net payers stabilization/inflection keeps getting pushed out and marked a significant degradation vs. prior comments (see below). Some thoughts"
X Link 2023-11-02T04:19Z 10.3K followers, 42.9K engagements
"Bristlemoon just published a report on $CPRT one of the best businesses we've ever encountered (link below). The problem is that the mkt is seemingly missing the pricing-led high-incremental mgn growth of the last few years being replaced by relatively lower mgn vol growth"
X Link 2023-11-03T11:16Z 10.3K followers, 114.5K engagements
"This requires understanding your limits and carefully managing yourself within those limits to avoid burnout. I am vigilant about exercising regularly and getting enough sleep but this can be disturbed more easily than before when working as an employee"
X Link 2024-04-24T22:34Z 10.3K followers, 42.5K engagements
"The nexus between your effort and the financial value that accrues to you is a strong motivator but so is the sense of purpose/pride from building something of your own. It is hard to describe the mindset shift that occurs when you are building your own house vs someone else's"
X Link 2024-04-24T22:34Z 10.3K followers, 36.6K engagements
"Can you communicate articulately Can you convey your point of differentiation and strategy in a clear manner that resonates with investors (who will range from sophisticated to unsophisticated) Do you present as trustworthy Do investors like you"
X Link 2024-04-24T22:34Z 10.3K followers, 22.4K engagements
"Bristlemoon just published a deep dive (c.16k words) on $PINS. We detail the many changes to the platform that we believe will cause revenues and earnings to accelerate well-beyond sell-side numbers and management's 3-5 year targets:"
X Link 2024-04-29T21:13Z 10.3K followers, 90.6K engagements
"Bristlemoon has removed the paywall for our report on $MTCH for those interested (see below)"
X Link 2024-05-07T21:15Z 10.3K followers, 49.6K engagements
"Bristlemoon just published a new writeup on $AER a company benefiting from a generational supply/demand imbalance of aircraft. The shortage of aircraft is likely to last 5+yrs and immensely benefit AER yet the company trades at 1x P/B and an 8.8x P/E"
X Link 2024-07-24T21:41Z 10.3K followers, 57.3K engagements
"$MTCH new segment reporting splits out operating income for Tinder Hinge and others. Hinge growing adj. operating income +65% YoY. 52.7% incremental mgns on Hinge suggest there's a ton of headroom to expand mgns and will be an increasingly important profit contributor going fwd"
X Link 2024-11-06T22:28Z 10.3K followers, 25.8K engagements
"The Bristlemoon Global Fund returned 10.4% for the December [----] quarter. In our quarterly letter below we discuss our position sizing methodology the mistakes we made in how we sized $PINS which was the Funds largest performance detractor. We also discuss $MTCH"
X Link 2025-01-10T02:20Z 10.3K followers, 13.5K engagements
"Bristlemoon just published a report on $XPOF the world's largest boutique fitness franchisor. The stock trades at less than half the multiple of $PLNT (its closest comp) yet has historically grown faster than $PLNT and is forecast to continue growing faster"
X Link 2025-02-10T20:47Z 10.2K followers, [----] engagements
"We take a look at why some of the claims from the [----] short seller report might have been overblown and why the co. continues to demonstrate healthy financial performance in particular the continued opening of studios from existing franchisees. https://www.bristlemoonresearch.com/p/xponential-fitness-xpof-fraud-or https://www.bristlemoonresearch.com/p/xponential-fitness-xpof-fraud-or"
X Link 2025-02-10T20:47Z 10.2K followers, [---] engagements
"@InflexioSearch Awesome report We just published on $XPOF today as well; seems like we're thinking along the same lines. https://www.bristlemoonresearch.com/p/xponential-fitness-xpof-fraud-or https://www.bristlemoonresearch.com/p/xponential-fitness-xpof-fraud-or"
X Link 2025-02-10T20:51Z 10.2K followers, [----] engagements
"The Bristlemoon Global Fund returned -3.2% for the March [----] quarter. For the nine month period ending March [--] [----] the Fund produced a 14.0% return. In our quarterly letter below we discuss our more defensive portfolio stance going into April + $PAR and Hemnet theses"
X Link 2025-04-08T22:41Z 10.2K followers, 11.2K engagements
"Bristlemoon just published a detailed report on Grindr $GRND the gay dating app monopolist. The app has the #1 position in virtually all of its [---] mkts and users spend 70min per day on the app. Our deep dive explores the monetization opportunity ahead for the company"
X Link 2025-04-29T17:09Z 10.3K followers, 31K engagements
"That feeling when someone you respect pitches you a great stock thats in your wheelhouse then you proceed to watch it go vertical before you get around to doing the work on it"
X Link 2025-05-26T22:52Z 10.3K followers, 14.3K engagements
"2) the CRAs withholding credit-file data from resellers (the probability of them doing this probably rounds down to zero given anti-trust risks)"
X Link 2025-10-07T23:30Z 10.3K followers, [---] engagements
"As we explained in our recent $FICO report the CRAs also cant collectively set a uniform VantageScore price without running afoul of antitrust rules which further limits their ability to use price as a weapon. https://www.bristlemoonresearch.com/p/fair-isaac-corporation-fico-pricingr=6grhx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://www.bristlemoonresearch.com/p/fair-isaac-corporation-fico-pricingr=6grhx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-10-07T23:30Z 10.2K followers, [----] engagements
"The Bristlemoon Global Fund returned [---] percent for the September [----] quarter with a [---] percent return for the month of September [----] net of fees. For the fifteen-month period since inception the Fund has produced a cumulative [----] percent return net of fees"
X Link 2025-10-09T20:16Z 10.2K followers, [----] engagements
"I find the "AI will disrupt real estate portals" narrative to be specious. Much of the AI disruption narrative more broadly centers around increasing efficiency via AI. RE portals are matching property buyers with property sellers; to the extent that agentic AI can achieve this match more quickly it must be a good thing for both parties and a negative for the RE portals who charge sellers for access to buyer demand right This misses a few things. The average Swede spends c.37 minutes per month browsing Hemnet. This isn't a chore that these browsers are hoping they can eliminate via a more"
X Link 2025-11-22T22:27Z 10.2K followers, [----] engagements
"Just published an update on Hemnet $HEM the Swedish real estate monopolist whose share price has more than halved this year and trades at low-20sx P/E. We dissect the key debates whether the bear case has merit and look at what the future holds for the business"
X Link 2025-12-08T19:35Z 10.2K followers, [----] engagements
"The dirty little secret is that most SaaS companies are actually capital intensive. It's just that it's not capex that accumulates on the BS but rather S&M spend/SBC expense that's required to sustain growth. Hard to call a SaaS co cheap unless it's cheap based on GAAP earnings"
X Link 2026-01-20T05:22Z 10.3K followers, 30.4K engagements
"$META / $GOOGL have become much riskier setups. Capex budgets have materially rebased upward so higher bar now for core biz accel to sustain. Any hint of a decel and these stocks will get punished. Wld also be viewed negatively if they started slashing capex guide (unlikely tho) With Meta and Google providing these stratospheric capex guides it just makes it that much more likely that next yr capex is flat to down Can they really increase it further from here in which case yes for now its great but also closer to the end of this capex trade so in a With Meta and Google providing these"
X Link 2026-02-05T05:13Z 10.2K followers, [----] engagements
"$PAR CEO on the mega tier-1 opportunities which sound like they have progressed even since the Q3 result a few weeks ago. Mkt reluctant to give PAR credit for this until the deal signing pressers come out it seems"
X Link 2025-12-04T01:23Z 10.4K followers, [----] engagements
"$PAR just signed a [----] store deal with Papa Johns $PZZA for both PAR POS and PAR OPS to be fully rolled out by the end of [----]. Many investors had gotten fatigued by the pipeline being slow to convert; this deal is encouraging particularly it being multiproduct from the start"
X Link 2026-01-12T21:50Z 10.4K followers, [----] engagements
"Love seeing Jeff Lawson from $TWLO rock up to the MS TMT conf. holding his bicycle helmet vs other CEOs rolling in with fanfare and a full blown entourage"
X Link 2022-03-10T22:32Z 10.4K followers, [---] engagements
"SoulCycle woke up today and chose violence. $PTON"
X Link 2022-07-28T16:18Z 10.4K followers, [----] engagements
"$MSFT partnering with $META is HUGE. There is a lot we can glean from this. Some thoughts below. Satya making an appearance in the Meta Connect event was not on my bingo card. Satya making an appearance in the Meta Connect event was not on my bingo card"
X Link 2022-10-11T19:23Z 10.4K followers, [---] engagements
"$UNH has never missed Street estimates for a quarter in the data I have going back to 4Q11. Rather impressive"
X Link 2022-10-17T12:30Z 10.4K followers, [---] engagements
"That's a pretty decent work perk NEW: @BillAckman tells me why hes still bullish on Manhattan his back to the office solution and the latest on his presidential picks @nypost https://t.co/lemw1zcoPx NEW: @BillAckman tells me why hes still bullish on Manhattan his back to the office solution and the latest on his presidential picks @nypost https://t.co/lemw1zcoPx"
X Link 2023-09-22T01:54Z 10.4K followers, 18.4K engagements
"A striking reminder that not all fortunes are created with equal levels of morality. Soros's behavior is as abhorrent as his total lack of any remorse. Another example of a faulty moral compass is the story told by @BillAckman on his recent appearance on the Lex Fridman podcast about Carl Icahn failing to honor the "schmuck insurance" deal he made when Ackman was running Gotham Partners. Gotham Partners owned a big stake in Hallwood Realty Partners. It needed an activist to unlock the value. Gotham Partners was winding down at the time and didn't have the resources to pursue this opportunity"
X Link 2024-03-13T00:49Z 10.4K followers, 124.9K engagements
"Most likely you will be constantly thinking about the fund and all the things you need to do probably in an obsessive way. This drive to get the biz going has seen me working [--] days/week often late into the evening + no holidays. The upside is it doesn't feel like work"
X Link 2024-04-24T22:34Z 10.4K followers, 45K engagements
"These are just some random thoughts on my journey with Bristlemoon Capital which is scheduled to launch [--] July. So far the journey has been a lot of fun and an incredible learning experience"
X Link 2024-04-24T22:34Z 10.4K followers, 26.7K engagements
"Loved this episode and worth a listen. A few things that jumped out for me. Firstly I loved the Chase Coleman stat @GavinSBaker mentions: ChatGPT came out in [----] and was to AI what Netscape Navigator was to the internet in [----]. However only less than 1% of current global internet mkt cap was founded [--] years after Netscape Navigator came out. So if you think you've identified the next LT winner in AI the precedent for value creation in the internet era reveals that many companies that captured industry economics were born 5-6 years after that crucible moment for the industry. This isn't to"
X Link 2024-08-28T23:05Z 10.4K followers, 27.2K engagements
"Thoughts on a recent CRM integration $META is rolling out according to an ad expert we heard from: - The upgrade links an advertiser's CRM platform with META in an "always on" mode. What this means that instead of a manual upload of CRM data which is what existed between advertisers' CRMs and META up until a few weeks ago it is now moving to a 24/7 integration where the data is always on. - The benefits of this are clear. Rather than an advertiser having to take a list of emails for retargeting purposes and then upload them manually to META these actions can now occur in real-time. This is"
X Link 2024-10-17T22:30Z 10.4K followers, 20.8K engagements
"Bristlemoon published a 15k word deep dive on $MELI one of our most detailed reports to date penned by @itsDanielWu. Daniel breaks down the economics of MELI's constituent operations and explores why MELI has become the e-commerce platform of Latam"
X Link 2025-03-31T21:32Z 10.4K followers, 78.8K engagements
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