invest1 publisher
A WSJ essay pins Bending Spoons' $24.6 billion valuation to the direction of interest rates
Jonathan Weil's essay on the debt-funded software roll-up behind AOL and Vimeo calls the numbers hocus-pocus, and the testable part of it is his claim that rising rates will force the acquisitions to stop.
Publishers:thebearcave.substack.com
Reality
- Evidence34
- Adoption
- Insufficient
- Hype gap+32
- Incentives72
- Confidence46