Europe's Biggest Tech IPO: Bending Spoons
About this episode
This episode discusses various cheap stocks including Microsoft's valuation, Afrimat's performance, and the upcoming Bending Spoons IPO.
This week's WorldWideMarkets is a tour of cheap stocks that each come with a question mark. Simon Brown looks at Microsoft, where a forward PE of around 20 against a mean of 33 makes it look inexpensive — except free cash flow has slipped back to 2021 levels as AI and data-centre capex ramps. He revisits Afrimat, a high-quality cyclical now trading near 10-year lows, and digs into Bending Spoons, the Italian roll-up of legacy tech brands like Evernote, WeTransfer and AOL heading to the NASDAQ under code BSP. He also covers Naspers' latest results, the discount embedded in the Naspers-Prosus-Tencent chain, and why petrol gets a sizeable cut as Brent drops into the low 70s. Topics: Microsoft, Afrimat, Brent oil, Bending Spoons IPO, Naspers, Prosus, Tencent, Takealot. WorldWideMarkets is part of JustOneLap.com.
People in this episode
Host: Simon Brown
Topics covered
- tech IPO
- cheap stocks
- Microsoft
- Bending Spoons
- Naspers
- Brent oil
- investing
Keywords
- Bending Spoons
- Microsoft
- Afrimat
- Naspers
- Brent oil
- tech IPO
- investing
Mentioned in this episode
Organizations: Microsoft, Afrimat, Bending Spoons, Evernote, WeTransfer, AOL, NASDAQ, Naspers, Prosus, Tencent
Places: Europe, Italy
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