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Research Notes Chi Song

Bending Spoons IPO briefing: acquisition flywheel, operating platform, AI, and owner earnings

A slide deck on Bending Spoons' acquisition flywheel, operating platform, AI leverage, owner earnings, and the key investor debates ahead of a potential IPO

Bending Spoons is in some ways similar to Constellation Software, one of the most successful compounders of the past two decades.

In this pre-IPO deck on Bending Spoons, we discuss:

  • The core business and its value creation engine
  • What the key investor debates are ahead of the IPO, like the health of its core businesses

This research is powered by CapRelay. If you want to see the full bull case, bear case, and bull-bear debate for Bending Spoons, start a free trial.

View the Bending Spoons IPO briefing deck