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Bending Spoons Bets Another $1.4 Billion on Overlooked Assets

Source The Motley Fool

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.
10 stocks we like better than Bending Spoons S.p.A. ›

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.

Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »

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Travis Hoium has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Disclaimer: For information purposes only. Past performance is not indicative of future results.

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