Andy Constan runs a investing advisory called Damp Spring. In the fall of 2023 he made a video in which he advised getting out of the market just as the market was bottoming and went on to a great bull run.
This year he also made a similar call thinking oversupply of long bonds would trigger explosion in yields and correction for stocks. Wrong again. Overall not a dumb guy but probably outsmarts himself too often. He blocked me on X because I maybe was a bit sarchastic saying "glad I did not follow your island moves as my semi trades continue to rock and roll! Sometimes just buying the right sector ETF is all we need=simple!
It is a polite way of saying the MSTR stock is too rich. Don't be a premium subsidizing shareholder. Bond convert holders (MSTR's main clients) are in it for volatility and gamma trading, it seems.
Why is no one talking about this when he takes out the loans he hast to sell if bitcoin goes down there’s certain price points that he has to sell to payback his debt
All the schmucks trading the stock while the game is gamma trading the convertibles. Meanwhile Saylor and management are making out like bandits with stock based compensation - are management hodl-ing the stock? Hell no they're not!
I've seen a lot of videos about the MSTR strategy; this is about the most even-handed one that I've seen.
Agreed, this was a great video
Andy Constan runs a investing advisory called Damp Spring. In the fall of 2023 he made a video in which he advised getting out of the market just as the market was bottoming and went on to a great bull run.
😂
thank God, I’m not the only one here calling him out.
This guy does not deserve the airtime he gets
This year he also made a similar call thinking oversupply of long bonds would trigger explosion in yields and correction for stocks. Wrong again. Overall not a dumb guy but probably outsmarts himself too often. He blocked me on X because I maybe was a bit sarchastic saying "glad I did not follow your island moves as my semi trades continue to rock and roll! Sometimes just buying the right sector ETF is all we need=simple!
Love the way Andy calls it "Master" stock lol
Big fan of Andy! Also was that a deer walking around in his backyard?!
bro, don’t let the big words fool you.
this guy is terrible at his job
MicroStrategy *
YTD +488.81%
1 Year +714..39%
Bitcoin
YTD +126.17%
1 Year +159.2%
MSTR has 286,700 Bitcoin’s
Edit : 386,700
Andy you The Best ! I own MSTR and utilizing the call option premiums to reduce my cost and make fortune ifs it called
this is just sick financial engineering
Are you bearish on MSTR stock... over the next 6 months?
What do you think about elizzarda? I’ve never seen anything like it))
MSTR is utilized to sell call options you generate monthly income
Andy thank you 🙏
Terrific discussion. Thank you
This guy completely misses the point 😂😂😂 just means it’s still very early
Thank You 🙏 Dude
Excellent interview!! Please have Andy back!!
Great journalist
Whoops he just answered my question
It is a polite way of saying the MSTR stock is too rich. Don't be a premium subsidizing shareholder. Bond convert holders (MSTR's main clients) are in it for volatility and gamma trading, it seems.
Bought 55000 Bitcoin today
master stock hehe
How about 20% allocation to cow manure....more valuable than BTC...
This Dude has been fluctuating with his investment analytical skills
hmmm
Clueless
Why is no one talking about this when he takes out the loans he hast to sell if bitcoin goes down there’s certain price points that he has to sell to payback his debt
Nope. He sells convertible bonds to billionaire companies and dilutes shares instead. He's making 500mil a day. Wouldn't worry too much
This point was addressed in the video. Bitcoin would have to drop 75% before that would be a concern.
No, most of the bonds he's issuing are zero coupon convertible bonds, and the first one doesn't even mature until 2027.
He talked about that in the video at minute 10:30
@@faitaccompli5878 Regardless of the interest (even at zero percent), Saylor has to pay back the loans.
🤔
Andy is the biggest crybaby on twitter
Your doodie
For reals.
zero alpha
he is sensitive
Brilliant
All the schmucks trading the stock while the game is gamma trading the convertibles. Meanwhile Saylor and management are making out like bandits with stock based compensation - are management hodl-ing the stock? Hell no they're not!
doubled net worth in under 3 months
Keep your low performing assets.
Im happy owning the best performing stock in the universe.
Mstr is doomed