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An analysis of Bending Spoons' financials: the company relies on aggressive post-acquisition price hikes, and rising interest rates could crimp its growth (Jonathan Weil/Wall Street Journal)

Jonathan Weil / Wall Street Journal : An analysis of Bending Spoons' financials: the company relies on aggressive post-acquisition pr...

11 September 2026

Citrini Research founder James van Geelen has sold the firm to SemiAnalysis for an undisclosed sum; sources: van Geelen plans to launch a new fund (Bloomberg)

Bloomberg:
Citrini Research founder James van Geelen has sold the firm to SemiAnalysis for an undisclosed sum; sources: van Geelen plans to launch a new fund  —  James van Geelen, the founder of independent investment-research shop Citrini Research, has sold the firm to semiconductor and AI researcher SemiAnalysis.

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