TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

francesco

T2 · manager / operator

Francesco is a co-founder of Bending Spoons and leads its M&A strategy, having executed acquisitions including AOL, WeTransfer, and Mosaic. He previously attempted to acquire Grindr in 2019.

1 call·1 name·100% bull·last heard 11 days ago·Sourcery with Molly O'Shea
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$BSPBending Spoons

Bending Spoons CEO details roll-up strategy and APO path to public markets

Bending Spoons compounds value by acquiring digital products with untapped potential, applying its platform of talent, technology, and data-driven processes to unlock growth, and financing via debt markets to avoid dilution while maintaining a forever-owner mindset that attracts founders.

Sourcery with Molly O'Shea2026-09episode →

most discussed · click a bar to filter

  • $BSP
1 total
$BSP
···
Bending Spoons
HIGHfrancesco·Sourcery with Molly O'Shea·11 days ago·Bending Spoons Founders on Buying Airtable, AOL, Vimeo & Eventbrite
Bending Spoons CEO details roll-up strategy and APO path to public markets
Bending Spoons compounds value by acquiring digital products with untapped potential, applying its platform of talent, technology, and data-driven processes to unlock growth, and financing via debt markets to avoid dilution while maintaining a forever-owner mindset that attracts founders.
">> we've always been very agnostic to the vertical and the category. Uh we try to we try to do things in different different worlds and and constantly expand the capabilities of t…"
15:34
no insights match this filter