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Jesse Felder
jessefelder.com
did:plc:lzcoujf7r7lgjvx2yrmpvxlc
‘If ever a company illustrated the pitfalls of ignoring amortization, Bending Spoons is it. Many of its holdings fit the definition of a melting ice cube. Ignoring amortization is akin to pretending the ice cube hasn’t gotten smaller.’ https://www.wsj.com/finance/investing/at-bending-spoons-the-numbers-are-the-real-mind-bender-43f10bee?mod=lead_feature_below_a_pos2
2026-09-11T17:30:32.569Z