Bending Spoons went public. Berkshire Hathaway bought shares. Four months passed between these events. That's the story.
The company buys software products that already exist and then continues charging people for them. This is called consolidation. The business model requires no new ideas, no innovation, no vision. Just a credit facility and the ability to send emails that begin with "We're excited to announce." Warren Buffett looked at this and thought, yes, this is exactly how I want to deploy capital in 2026.
Retail traders saw the Berkshire news and immediately began Googling "what does Bending Spoons do" while their Robinhood app refreshed in another tab. They discovered the company owns Evernote, which they used once in 2014 to store a grocery list. They got very excited about this. They began texting their cousins.
The technical setup here is completely irrelevant. Berkshire bought shares. The stock went up. Retail followed because a man born during the Hoover administration signaled approval. Now seventeen thousand people who cannot define EBITDA own shares in a software rollup because they saw BRK in a headline.
Bending Spoons consolidates software. Berkshire consolidates businesses. Retail traders consolidate losses. The circle of life continues.
Four months as a public company and already the smart money arrived. That's either a spectacular validation of the business model or a sign that Buffett's team ran out of railroad companies to buy. Given that one of those is a finite resource and the other requires admitting American infrastructure is f*cked, I know which one I'm betting on.
Somewhere right now a guy with three hundred dollars in fractional shares is explaining consolidation strategy to his girlfriend who stopped listening six minutes ago.
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