- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Winter Olympics
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Anyone buying MicroStrategy Inc (MSTR)?
Posted on 11/18/24 at 7:15 pm to beaverfever
Posted on 11/18/24 at 7:15 pm to beaverfever
quote:
The ship has sailed on “if”. They’re doing it now and at an alarming rate
It has to be at an alarming rate or it falls apart at this stage. Eventually you can't continue dilute and take on debt forever.
You don't want to be holding then
Posted on 11/18/24 at 7:48 pm to UltimaParadox
quote:I think Saylor’s entire thesis is that you can do exactly that if you’re issuing debt that’s denominated in a deteriorating currency and exchanging it for a stronger form of money.
Eventually you can't continue dilute and take on debt forever.
Posted on 11/18/24 at 7:58 pm to beaverfever
quote:
think Saylor’s entire thesis is that you can do exactly that if you’re issuing debt that’s denominated in a deteriorating currency and exchanging it for a stronger form of money.
Except the number has to get bigger and bigger and bigger.. Eventually the math makes it impossible, there just isn't that much money in the economy to support it. Once the music stops they have to sell to keep the lights on. Then it looks like a death spiral.
Posted on 11/18/24 at 8:11 pm to UltimaParadox
You are assuming Bitcoin is not adapted by nation states and fortune 500 companies, correct?
I think that is the fundamental disagreement here.
I think that is the fundamental disagreement here.
Posted on 11/18/24 at 8:11 pm to UltimaParadox
Also, the bond market is trillions and trillions of dollars looking for a home. he can do this for a long long long time.
Posted on 11/18/24 at 8:27 pm to I Love Bama
quote:
You are assuming Bitcoin is not adapted by nation states and fortune 500 companies, correct?
No.
The guy is already raising up to 42 billion dollars to purchase Bitcoin. The amount of dilution and debt to take on had to be paid by someone in the equity markets. The number has to go up forever, and at an exponential rate. The math is impossible. Even if the price of Bitcoin continues to rise.
For the crowd that's says DYOR, I literally provided the explanation in the video why it doesn't work. But nobody watches it.
At this point I tried to help, but if you think Bitcoin continues to go up. Then buy and hold Bitcoin. Microstrategy won't be able to continue even if it does.
Posted on 11/18/24 at 8:42 pm to UltimaParadox
I don't disagree really. I just enjoy the conversation as this is a completely new financial strategy.
I don't see it being much different than how McDonalds built their empire with real estate. 75% of Mcdonalds value is the real estate!
I don't see it being much different than how McDonalds built their empire with real estate. 75% of Mcdonalds value is the real estate!
Posted on 11/18/24 at 9:46 pm to UltimaParadox
Its obvious that MSTR's strategy works incredibly well in a world where bitcoin continues to go up. Otherwise, you have what happened to them in 2021-2022 where their stock price crashed ~80% as bitcoin crashed ~80%. Saylor's sole goal is to maximize bitcoin per share. In a bull market like we are in right now, his strategy works. I'm sure when this cycle is over, MSTR will crash again. However it will be right back leading the charge when bitcoin starts the next cycle. Depends on when you think this bitcoin bull run ends
Posted on 11/19/24 at 6:04 am to TigerTatorTots
Deleted
This post was edited on 11/19/24 at 6:21 am
Posted on 11/19/24 at 7:09 am to SeymourButts
Balls deep and should have bought more.
Once is sell these TSLA calls I will likely roll that to MSTR.
Once is sell these TSLA calls I will likely roll that to MSTR.
Posted on 11/19/24 at 10:20 am to I Love Bama
Watched it blow past $400 while presenting in a meeting. Took every ounce of my focus to get through that 
Posted on 11/19/24 at 10:44 am to ReauxlTide222
And here I was 3 days ago hoping it would drop to 300 to buy some. I should have boughty at 350 
Posted on 11/19/24 at 11:03 am to I Love Bama
quote:
MSTR is fricking RIPPING.
late to the party but I'm loving it
Posted on 11/19/24 at 11:20 am to I Love Bama
Just added another 50 shares, I couldnt help myself 
Posted on 11/19/24 at 11:21 am to sonoma8
I have FOMO but it's just so expensive compared to a month ago haha
Posted on 11/19/24 at 11:26 am to sonoma8
Im 2 weeks in so im still well under current price
Posted on 11/19/24 at 11:32 am to TigerTatorTots
Jurassicparkglasses.gif
Popular
Back to top



2





