About this episode

Adam & Adir analyze the rise and risks of Bending Spoons, questioning its valuation and business model.

Adam & Adir examine Bending Spoon's extraordinary rise, its blockbuster IPO, comparisons with Berkshire Hathaway and Constellation Software, the risks created by its aggressive use of leverage, and whether Bending Spoons is an ingenious software conglomerate or an enormously overvalued house of cards. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information.

People in this episode

Hosts: Adam Schwab, Adir Shiffman

Topics covered

• Bending Spoons
• IPO
• leverage
• software conglomerate
• valuation
• business analysis

Keywords

• Bending Spoons
• IPO
• Berkshire Hathaway
• Constellation Software
• leverage
• valuation
• software conglomerate

Mentioned in this episode

Organizations: Bending Spoons, Berkshire Hathaway, Constellation Software

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