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Message
re: Anyone buying MicroStrategy Inc (MSTR)?
Posted on 12/2/25 at 11:02 am to beaverfever
Posted on 12/2/25 at 11:02 am to beaverfever
Stock today is at like a 16% premium to bitcoin. (Contrasted with a long period of 2-4X).
Can anyone really still attempt to make a rational case for paying a 300% premium for an asset that can pretty easily be bought for a 0% premium in the spot market?
Can anyone really still attempt to make a rational case for paying a 300% premium for an asset that can pretty easily be bought for a 0% premium in the spot market?
Posted on 12/17/25 at 7:23 am to Big Scrub TX
I want to know how they calculate that. Because, a few months ago his average BTC was stated to be 77K. Somehow it’s now 74k and he’s been spending 1bill/wk since averaging up. Not to mention ongoing dilution and operating expenses.
Posted on 12/17/25 at 9:47 am to lsuconnman
frick it, I hopped back in.
Posted on 12/17/25 at 12:29 pm to lsuconnman
quote:
I want to know how they calculate that. Because, a few months ago his average BTC was stated to be 77K. Somehow it’s now 74k and he’s been spending 1bill/wk since averaging up. Not to mention ongoing dilution and operating expenses.
650K bitcoin
295633MM shares
debt par value $16B
Posted on 12/17/25 at 1:15 pm to Big Scrub TX
I regret my decision already haha.
Posted on 12/17/25 at 2:08 pm to Big Scrub TX
quote:
650K bitcoin 295633MM shares debt par value $16B
Is it really that simple for MSTR? Just look at the chart on the first page from 5 years ago.
They were at 40k BTC and 10mil shares.
Everything about applying traditional formulas to MSTR.
No revenue, no problem… EPS $32/sh
Any other company with an MNAV over 1 is a sign of over value. With MSTR, falling below one is the signal of impending collapse.
This post was edited on 12/17/25 at 2:11 pm
Posted on 12/17/25 at 2:46 pm to lsuconnman
quote:Yes.
Is it really that simple for MSTR?
Posted on 1/16/26 at 6:03 am to Big Scrub TX
I bought around close yesterday at $171.50 after having sworn off this stock for eternity. I think it outperforms btc in 2026.
Posted on 1/16/26 at 1:05 pm to beaverfever
STRC staying at $100 all week is incredibly encouraging for the long term success of this stock
Posted on 1/16/26 at 1:53 pm to TigerTatorTots
Yes it is. I suspect another big buy come Monday morning!
Posted on 1/17/26 at 7:58 am to LSUSLU106
I bought at around $153 and super bullish. Watching for short squeeze with Grok to go in again.
This post was edited on 1/17/26 at 8:10 am
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