Bending Spoons Bets Another $1.4 Billion on Overlooked Assets
Key Points
Bending Spoons announced another big software acquisition, this time spending $1.4 billion on Miro.
Out of favor VC businesses have provent to be a great way to build a software business in the past and Bending Spoons is running the playbook again.
With millions of users, this is an overlooked stock on the market today.
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.
*Stock prices used were end-of-day prices of September 17, 2026. The video was published on September 21, 2026.
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