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$EVERNOTE · Evernote transformed: 250 product improvements, 3-5x faster innovation, 60% price hike with record retention
now playing · $EVERNOTE
$BSP···bullish· high· posluca ferrari
Bending Spoons compounds at 75% annually to $1.3B revenue via buy-and-hold-forever model
Bending Spoons acquires digital technology companies to own and operate forever, combining private equity discipline with deep operational expertise. The model enables fluid R&D a…
$EVERNOTEbullish· high· posluca ferrari
Evernote transformed: 250 product improvements, 3-5x faster innovation, 60% price hike with record retention
Bending Spoons acquired Evernote at a 50% premium to other bidders, then completely rebuilt the codebase and cloud infrastructure, achieving 10-100x faster sync speeds. Despite 60…
$MEETUPbullish· medium· posluca ferrari
Meetup pricing overhaul: free tier for organizers plus sophisticated segmentation drives LTV maximization
Bending Spoons introduced a free tier for Meetup organizers while increasing prices for advanced use cases, demonstrating sophisticated pricing segmentation that maximizes user LT…
$AOLbullish· medium· posluca ferrari
AOL is the 5th most used email inbox in the Western world with tens of millions of loyal users
AOL, acquired by Bending Spoons, is a misunderstood asset: a high-quality email and web portal business with tens of millions of active, loyal users. Despite legacy perceptions, i…
$REMINIbullish· low· posluca ferrari
Remini AI photo app acquired pre-ChatGPT, now benefits from generative AI wave
Remini, an AI photo enhancement app acquired by Bending Spoons before the ChatGPT era, has benefited tremendously from the generative AI tailwind, illustrating how early AI-native…
$GRINDRneutral· lowluca ferrari
Bending Spoons lost Grindr bid in 2019 due to capital constraints, taught concentration risk lesson
Bending Spoons pursued Grindr when CFIUS forced its sale by Chinese owners, but lost after a 9-month effort because they capped out on available capital. The experience taught the…