$BSP

software-saasG↗$26B · PE 96+27% since DD2 posts · 2 DD · 2 authors

Short thesis: Italian software roll-up "melting like their cheese reserves"

1 year · daily close · posts pinned at their date

$40.50 → $41.35 (+2%)● DD● news● gain● loss● yolo○ short-term playhover a dot for the post

Evidence stream (newest first)

ddQ5.0shortDD92 pts · 39 💬 · 11d
[DD] Short the overvalued italian shitco software basket $BSP
Short the Italian roll-up software basket: Buffett cosplay on bad products, prices jacked, melt incoming.
u/CompetitiveAd8610
ddQ6.0shortDD40 pts · 19 💬 · 39d
$BSP deep dive part 2 - operazione cucchiaio
BSP deep dive part 2: buys dying apps, fires staff, sneaky weekly billing; ratings cratering against $4.4B debt.
u/Any-Debate6681

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