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Bending Spoons Bets Another $1.4 Billion on Overlooked Assets

This is becoming an intriguing basket of turnaround assets.

Bending Spoons Bets Another $1.4 Billion on Overlooked Assets

Published September 21, 2026 · Category: Finance

Overview

Bending Spoons (NASDAQ: BSP) recently announced a major acquisition of Miro that helps expand its software portfolio, following its recent Airtable deal. This move highlights a clear strategy: acquiring established products that may have lost their luster in the venture capital world. In this video, I break down why the company believes it can restore value by focusing on core product reliability and functionality.

This software roll-up model relies on purchasing assets at a discount and operating them for the long term and that strategy has worked in the past.

Details

*Stock prices used were end-of-day prices of September 17, 2026. The video was published on September 21, 2026.

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Source

Originally published at www.fool.com.

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