Bristlemoon Capital

Substack by Bristlemoon Capital · launched Jul 25, 2023

Deep dives on stocks to help you understand them

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Paid leaderboard

#283

Subscribers

6.0K

rounded by Substack

Paid subscribers

10+ paid

Paid plan

$100/mo

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Reactions per post

24

average, recent posts

Reactions tracked

289

across 12 posts

Tickers covered

5

in tracked posts

Most-reacted post we have seen: Google’s AI Return on Investment — 41 reactions on Jul 28, 2026.

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Embed code<a href="https://stockmarketwatch.com/finance-newsletters/bristlemoon"><img src="https://stockmarketwatch.com/finance-newsletters/bristlemoon/card" alt="Bristlemoon Capital — rank, subscribers and growth, tracked by Stock Market Watch" width="600" height="315" /></a>

Recent posts

• Making sense of Sandisk’s long-term financial model

  Aug 28, 202616 reactions0 comments1 restacks

• Are Department Stores Finally Shortable?

  Aug 13, 2026Paid14 reactions0 comments2 restacks

• Google’s AI Return on Investment

  Jul 28, 202641 reactions5 comments9 restacks

• Bristlemoon June 2026 Quarterly Letter

  Jul 13, 202624 reactions0 comments4 restacks

  ASML

• The Trucking Bottleneck

  Jun 17, 2026Paid17 reactions0 comments2 restacks

• Infineon Technologies (IFX GY): Power Overwhelming

  Jun 4, 2026Paid20 reactions0 comments1 restacks

• Do You Dance While the Music Is Playing?

  May 21, 202631 reactions2 comments4 restacks

• Montana Aerospace (AERO SW) – Riding the OEM Coattails

  Apr 21, 2026Paid21 reactions0 comments1 restacks

  AERO

• Bristlemoon March 2026 Quarterly Letter

  Apr 15, 202627 reactions0 comments0 restacks

  FICOPAR

• Is the Airline Industry Really That Bad? – AerCap and A Case of Sandbagged Guidance

  Mar 2, 202628 reactions1 comments1 restacks

• Adobe Inc (ADBE): slowly, then all at once

  Feb 6, 2026Paid32 reactions4 comments4 restacks

  ADBE

• Timee CEO x Bristlemoon Webcast

  Feb 3, 202618 reactions0 comments2 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Bristlemoon Capital. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 30, 2026.