Bending Spoons (BSP +1.92%) 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.
