BSP Bending Spoons S.p.A.

Berkshire now owns 4 percent of $BSP for $300 million. Im sure thwey control the whole thing so for thwem smart they get a modern public holding company focused on software/tech while evryone doing spacs the $BSP guys did it right the old fashioned way and got berkshire permeenent capital behind it for those chasing stock here i would not but my opinion not important $BRK.B

$BSP Berkshire pays $33 per share, retail pays $55 per share. Looking for a possible short, maybe tomorrow or Friday after a price pop on market open.

$BSP How would someone short this? Schwab says there arent even shares available when I pick sell short

$BSP they are buying and selling to each other to create volume and buyers soon they will short sell and run away very bearish

$BSP Warren wouldn't have invested in a software company that has $250 million in annual net profit and $5 billion in debt. Abel is so bored that he is gambling with the company money to kill time. 🐻

$BSP Why would you invest in this pos? Bad business model + brands that are mostly unknown + bad balance sheet.

$BSP One of the most obvious shorts ever seen. And if Warren were still in charge, he would not have approved this investment.

$BSP Abel is just gambling for fun. When you have $300 billion in cash, $1 billion is nothing. This must be a warning sign to BH stock holders. BH has been successful, because Warren had a faith in value investments. Not speculation. This is an overreaction. It should give way a half of today's gain. 🐻

$BSP 330 million (in addition to the initial 600) into a company with a 24 billion capitalization? That’s total bullshit!

$BSP No one asked, but here's my current plan for this one: - Entry: wait for $29-31. The lockup ends 48 hours after Q3 earnings (mid-November) and that's when ~318M shares hit the market, which is probably what drags it down there. Only other play is $32.X-33 if earnings pop it and it reclaims $35 on volume. - Exit: $45-48, that's where most analysts have their targets. Works out to about 45-55% off a $31 buy. If it somehow runs past $50, sell into it, don't get greedy. - Hold: 4 to 6 months. Buy the November flush, hold through Q4/full-year earnings in Feb, out by April 2027. If it touches around $45 in January 2027, then I'll probably cash out.

$BSP dumb Institutions buying at almost twice the price as Berkshire. There's no way they didn't unload those shares to lock in massive gains.

$BSP picking up quite the options flows here most of the day. Continuing into the close.

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$BSP This is the craziest stock. Spending hundreds of millions to billions buying companies nobody cares about, making them marginally profitable and then trading at a multiple like they are an Ai company. This will tank HARD after lockup. Valuation is fair around 6-7B

$BSP is up 41% to $53.46 after Berkshire added a fresh $330M stake (10M shares at $33). Breakout: above $58.6, the all-time high zone Support: $49.2, the gap low Stop: $47.17 Expect choppy trading. This is a swing setup Not financial advice

$BSP Berkshire made its bones buying low beta stocks at high value prices. At a current beta of 3, this one breaks the mold.

$BSP After yesterday’s action, glad it’s a little down today for yours truly to pick up some stock (in volume). There’s no company like this! $100 price target plus!!

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S&P Global Ratings upgraded Bending Spoons to BB- from B+, citing greater scale and diversification following recent acquisitions, while also raising ratings on its Term Loan B facilities to BB-. The outlook is stable. Bending Spoons plans to raise about $1B through a fungible add-on to its Term Loan B to partly fund the pending $1.4B acquisition of visual collaboration platform Miro and replenish its revolver. Pro forma revenue is expected to reach about $4B in 2026 following the Airtable and Miro acquisitions, with subscriptions accounting for roughly 80% of revenue and no single business contributing more than 20%. S&P expects adjusted debt/EBITDA to remain around 4x in 2026, while cash interest coverage improves above 3x in 2027. The company has achieved more than 90% of planned cost savings at Vimeo and 60%-75% at AOL, Eventbrite and Tractive. Gross debt is expected to rise to about $5.7B by year-end 2026 from $2.7B in 2025 due to M&A. $BSP $SPGI