What podcasts say about Bending Spoons acquisitions
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Bending Spoons acquisitions
12 statements · 6 positive · 4 negative · 2 neutral
Bending Spoons can acquire businesses whose owners lack motivation or scaling skills.
“we should be able to find people who are maybe tired of running a business or maybe they don't have the skills to go from 1 to 10, who will, you know, will sell to us.”
Open the episode · This EU Firm Made Billions Buying Up Forgotten TechListen at 4:55
Bending Spoons can buy product-market fit and increase acquired assets’ value.
“we should be able to buy product market fit from people and they get a good price, we get a good asset we can make more valuable”
Open the episode · Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't CompeteListen at 3:32
Higher interest rates may benefit Bending Spoons through lower acquisition valuations.
“as a serial acquirer, I think we're more likely to benefit more from the lower valuations than the higher debt.”
Open the episode · Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't CompeteListen at 11:51
Bending Spoons benefits more from acquiring few sizable companies than many small ones.
“we're much better off acquiring relatively few sizable companies than a million small ones.”
Open the episode · Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't CompeteListen at 15:40
Bending Spoons’ acquired businesses will eventually run out of new customers.
“bang, it hits the bottom, runs out of new customers”
Open the episode · Deep Dive: Bending Spoons - Genius or Disaster?Listen at 9:35
Bending Spoons increases prices and cuts costs to generate short-term profits.
“we're going to charge people double. We're going to juice the revenue a bit, we're going to smash the costs and we're going to generate these at least short term, juicy profit out of it”
Open the episode · Deep Dive: Bending Spoons - Genius or Disaster?Listen at 13:43
Bending Spoons’ acquired businesses can retain approximately 99% of net revenue.
“they can keep 99% net revenue retention of these customer bases”
Open the episode · Deep Dive: Bending Spoons - Genius or Disaster?Listen at 14:28
Bending Spoons raises prices to offset shrinking installed user bases.
“the installed user base is shrinking and they're desperately increasing prices to keep revenue up”
Open the episode · Deep Dive: Bending Spoons - Genius or Disaster?Listen at 16:26
Bending Spoons’ expansion-revenue strategy may work for only about a year.
“Eventually they run out of stuff juice to squeeze. That whole expansion revenue thing just doesn't work for forever. It works for maybe a year.”
Open the episode · Deep Dive: Bending Spoons - Genius or Disaster?Listen at 43:42
Without effective digital marketing, Bending Spoons’ businesses may eventually decline to zero.
“without the digital marketing low enough CPAs to fill this bucket, these businesses eventually just drown down to zero”
Open the episode · Deep Dive: Bending Spoons - Genius or Disaster?Listen at 44:32
Bending Spoons acquires existing companies rather than building startups from scratch.
“this company essentially sees it as snatching up some of these names that already exist”
Open the episode · AOL Owner Bending Spoons Jumps After IPO, Nike Rises, Meta Plans New Cloud BusinessListen at 1:18
Bending Spoons’ F-1 states an intention to acquire many companies.
“It's certainly in their F1 to buy a bunch of companies”
Open the episode · Meta Gains on Cloud Report, Bending Spoons Shares Soar in Debut, Nike HigherListen at 3:33
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.