BSP
Bending Spoons S.p.A. Ordinary Shares
Mentions (24Hr)
0.00% Today
Reddit Posts
[DD] Short the overvalued italian shitco software basket $BSP
[DD]: Shorting the most levered overvalued Software Shitco $BSP
Mentions
BSP is a measure of the worth of CEOs and marketing. BSP is saying the age of agentic AI is making them worthless, so they can just coalesce the top few expensive roles and automate them. The Marketing, HR, and Executive consistently provide the no value and only cost to these pipeline companies. BSP is on to something by just going through and buying companies to fire their C-Suite.
I bought the dip in Constellation Software a month ago. Good to see that you speak in favor of them. As for BSP, might be better to wait for the initial buying pressure to die down. I find it harder to be short than long in general, so if I decide to short this I'll do a put spread
extremely thorough DD which historically means BSP hits 80 by friday
Hope yall got into BSP