This US stock is quite interesting.
Bending Spoons $BSP ’s founder once made a bold statement: “We’re going to build the combination of Berkshire Hathaway and Google!”
They don’t develop breakout products themselves. Instead, they specialize in picking up undervalued opportunities in the market—well-known, user-base-rich but slow-growth, established software companies—such as Evernote, WeTransfer, StreamYard, Vimeo, Airtable, and others.
Their core play is to completely rebuild the funnel with AI:
Acquire app-based software: the moment a deal is closed, they immediately clean out the large redundant original teams, completely removing the burden of history.
Full-stack AI rework: they send their own full-stack engineers to directly rewrite the past bloated, outdated codebase using modern technologies and AI, reducing costs.
Monetize the business model: they fully shift to a strong subscription model and raise prices—boosting cash flow dramatically—then use the money they earn to buy the next target product!
I think this company’s thinking is quite good, especially because it leverages AI to become profitable quickly. It’s worth paying attention to. Also, its stock price has been rising pretty well.
Bending Spoons $BSP ’s founder once made a bold statement: “We’re going to build the combination of Berkshire Hathaway and Google!”
They don’t develop breakout products themselves. Instead, they specialize in picking up undervalued opportunities in the market—well-known, user-base-rich but slow-growth, established software companies—such as Evernote, WeTransfer, StreamYard, Vimeo, Airtable, and others.
Their core play is to completely rebuild the funnel with AI:
Acquire app-based software: the moment a deal is closed, they immediately clean out the large redundant original teams, completely removing the burden of history.
Full-stack AI rework: they send their own full-stack engineers to directly rewrite the past bloated, outdated codebase using modern technologies and AI, reducing costs.
Monetize the business model: they fully shift to a strong subscription model and raise prices—boosting cash flow dramatically—then use the money they earn to buy the next target product!
I think this company’s thinking is quite good, especially because it leverages AI to become profitable quickly. It’s worth paying attention to. Also, its stock price has been rising pretty well.