Deep Dive: Bending Spoons - Genius or Disaster? episode artwork

EPISODE · Jul 17, 2026 · 52 MIN

Deep Dive: Bending Spoons - Genius or Disaster?

from The Contrarians with Adam and Adir · host Adam Schwab and Adir Shiffman

Adam & Adir examine Bending Spoon's extraordinary rise, its blockbuster IPO, comparisons with Berkshire Hathaway and Constellation Software, the risks created by its aggressive use of leverage, and whether Bending Spoons is an ingenious software conglomerate or an enormously overvalued house of cards. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jul 17, 2026

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Deep Dive: Bending Spoons - Genius or Disaster?

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This episode was published on July 17, 2026.

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Adam & Adir examine Bending Spoon's extraordinary rise, its blockbuster IPO, comparisons with Berkshire Hathaway and Constellation Software, the risks created by its aggressive use of leverage, and whether Bending Spoons is an ingenious software...

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