Strategy (NASDQ:MSTR)

[1Tim58]

 

[mmm....shiney!]

@1Tim58, he's an XRP shill, assigns BTC to the annals of history. But that aside.

1. Dividend yield. No, if Strategy began paying dividends then it's not a great reason to hold the underlying shares of MSTR. The great reason to hold MSTR is BTC yield not fiat yield.
2. MSTR is making money it's just not reflected in it's current or historical reports as under the old rules MSTR had to value its assets at their historical cost. Those rules have changed, the company will value its assets in real time time in its next quarterly. And despite what he says every body has been fuknig talking about it for months.
3. NAV just doesn't cut with MSTR because it ignores the "future value" of the company. No business sells on its NAV, it sells on multiples of its earnings potential going forward.
4. If he's still banging on about STRIFE at about 7 minutes, then holders of preferred stock (which he purposely avoided explaining) have rights to the assets of the company in the event of a liquidation. Common stock holders are at the bottom of the pile - ie it's riskier but their reward is higher.
5. MSTR is a leveraged play on BTC, etfs are not.
6. BAC is trading at a discount to its NAV precisely because NAV is not an indicator of a company's value potential going forward. It earns about $100B/year, net income just under 30B/year, nowhere near a trillion. So it's valued at a multiple of its current earnings/income in the expectation it will at least maintain that going forward and for shareholders both current and potential, hopefully increase that.
7. And then we go back to points 2 and 3 and he just keeps adding more layers on his faulty premises.

I stopped listening coz this exhausted me.