$BSP deep dive part 2 - operazione cucchiaio
tldr: BSP buys dead-ish apps, fires most of the acquired staff, jacks up prices via sneaky weekly billing. Ratings are cratering across the portfolio with a ton of 1 star reviews. They have $4.4B debt which only works out if churn stays low, but churn is already high and the model is squeezing max value out of users before they figure out how to cancel. I am shorting deep. Puts are available today but I don't know how to use them this stock is still chilling 10% above IPO so you either still have a chance to short or I am a big regard as a reminder, this company doesnt build anything (not anything worth buying at least). it buys an app you already trust, quietly makes it worse and pricier while ur not looking, and bets you are too boomer or lazy to cancel. 1. ratings are cratering across the whole portfolio lifetime avg rating vs whats happening in recent reviews, sorted by biggest apps: app ratings app rating (lifetime -> recent) % 1-star in recent reviews Remini 6.18M 4.6 -> 3.5 34%
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