The Bullish Case for MicroStrategy

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  • Опубліковано 30 лис 2024

КОМЕНТАРІ • 8

  • @gh4534
    @gh4534 18 днів тому +3

    I don't think there is necessarily a goal to emulate or catchup with MSTR. I don't think that would be any corp's goal. Their more rational goal would be to include BTC as part of their cash reserve to offset the devaluation of the dollar. MSTR would over time only prove the need to include BTC as a reserve in corporate assets but to no emulate or "beat" MSTR. That should not be any other corps goal.

  • @garettb1625
    @garettb1625 17 днів тому +1

    This isnt about somebody competing with them. Should be talking price prediction

  • @yehimstone5492
    @yehimstone5492 18 днів тому +2

    Mstr🚀

  • @Crazyfootballguy
    @Crazyfootballguy 16 днів тому +1

    Why would a company try or need to "catch them" and their software business loses money. And everyone keeps saying leverage. You guys dont understand leverage. If the company uses leverage but the price exceeds the book value, the investor loses. Dang kids these days

    • @simonp6339
      @simonp6339 10 днів тому

      Their ATMs and convertible bonds increase BTC per share, they had more than 40% yield in BTC this year. I could give you pages more of analysis, but just leaving the note here that there is a great deal more to be studied about MSTR, you won't be able to bat it away in minutes, it's not a BTC ETF, it's much more.

    • @simonp6339
      @simonp6339 10 днів тому

      Admittedly, this video doesn't lay out the bull case very precisely imo, but the financial engineering with ATMs, convertible bonds and possibly other products in future is the key.

  • @p.m.8316
    @p.m.8316 12 днів тому

    since when is this a game who has the most BTC?

  • @Duke-511
    @Duke-511 18 днів тому

    Oh, dan’s in this one? I’ll watch the whole thing