TLDR: Some Italians trying to replicate Buffett by buying dogshit software products and jacking prices. The $BSP stock will melt like their Italian cheese reserves. Buy Puts Background My last trade to long $SKM was close to a 2x here, I like asymmetric setups based on fundamental value. https://www.reddit.com/r/wallstreetbets/comments/1qnqd2l/dd_anthropic_pure_play_skm/ Summary $BSP trades at $52. The market cap is $32B. The business is a roll-up of old apps: Evernote, AOL, Vimeo, Meetup, WeTra
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