Blackmagic Founder Cage Match, More Cettire Drama and is Bending Spoons the Real Deal?
The Contrarians with Adam and AdirShow Notes
Adam and Adir unpack the ugly founder and shareholder battle at Blackmagic Design, what it says about minority ownership and why a strong shareholders agreement matters.
They then revisit Cettire after Dean Mintz buys another $2.7 million of shares and debate whether taking the company private could make sense, before turning to Bending Spoons’ acquisition of Miro and whether its highly leveraged “cigar butt” strategy can really create lasting value.
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Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/