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SECTOR ETFIGVWCLDBULLISHCore thesis · 5/5

No single ticker was named. Cloud & software ETFs are one way for retail investors to get exposure. Not a recommendation.

Bending Spoons as European private equity arbitrage

Bending Spoons was framed as an attractive investment taking advantage of unloved tech assets, low valuation multiples, and severe tech labor cost arbitrage in Europe.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Bending Spoons as European private equity arbitrage · Zortix