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Started By
Message
re: Anyone buying MicroStrategy Inc (MSTR)?
Posted on 1/29/26 at 3:43 pm to TigerTatorTots
Posted on 1/29/26 at 3:43 pm to TigerTatorTots
Last I heard it was just shy of two years funding, and the variable interest increasing 1/4 percent each month wasn’t part of the calculation.
Sounds like a solid game plan.
quote:
they can still raise $1 billion in a low volume week by ATMing the common, as they've done twice in the last 6 weeks.
Sounds like a solid game plan.
2
Posted on 1/29/26 at 4:08 pm to lsuconnman
Poor MSTR
Posted on 1/29/26 at 5:30 pm to lsuconnman
quote:That was the first cash influx. They are up to $2.25billion with roughly $750million in annual dividend obligations.
Last I heard it was just shy of two years funding
quote:Obviously not an ideal scenario but it just shows how meaningless the $750 million annual dividend obligation is.
Sounds like a solid game plan.
This post was edited on 1/29/26 at 5:31 pm
Posted on 1/30/26 at 7:53 am to TigerTatorTots
I hate this stock. Give me my money back! ??
Posted on 1/30/26 at 7:57 am to Neauxla
Yep its been brutal - I'm adding 2028 leaps at these levels
Posted on 1/30/26 at 8:04 am to TigerTatorTots
At what point does this just go bankrupt? I was thinking about buying some but this seem absurd how far it dropped. Are they at serious risk of going to $0?
Posted on 1/30/26 at 8:30 am to Craft
quote:Bitcoin would have to go to near zero for that. Their balance sheet with bitcoin at these levels is perhaps the strongest in the world. Very little debt, a lot of very liquid assets.
At what point does this just go bankrupt? I
Posted on 1/30/26 at 9:15 am to TigerTatorTots
BTC price won’t bankrupt it. The only thing that can stop it is people stop buying new issuances. If that happens you’ll see a new class of stock that uses the BTC as collateral for share issuance. At that point you’ll just see former share classes start to cannibalize one another, as the believers will stick around but move out of common shares into higher levels of preferred.
This thing is a cash cow for the insiders, they’ll keep it going forever if they can. All the while they’ll slowly sell their options until the share price reaches zero.
The funny part is Louisiana’s pension system just became Strategy’s newest $4mil bagholder.
This thing is a cash cow for the insiders, they’ll keep it going forever if they can. All the while they’ll slowly sell their options until the share price reaches zero.
The funny part is Louisiana’s pension system just became Strategy’s newest $4mil bagholder.
Posted on 1/30/26 at 10:28 am to lsuconnman
I'm only down 55% in this abysmal stock.
Posted on 1/30/26 at 10:31 am to Craft
quote:Not unless bitcoin itself goes close to zero (which, to be clear, is not off the table, although seems unlikely in the near term).
Are they at serious risk of going to $0?
It's not complicated at all - excluding the minor side business, all the company does is hold bitcoin. That's it. For that to ever have traded to a 3-400% premium over an asset that has an active, live spot market was always entirely crazy.
That is to say, other than dullards bidding it back up, there's no fundamental reason whatsoever for it go up beyond the simple math of whatever it's bitcoin holdings are net of debt.
Posted on 1/31/26 at 12:54 pm to Big Scrub TX
Oh boy! Today might be the day Saylor’s BTC goes underwater. How many shares get issued next week so he can DCA’ing?
Posted on 1/31/26 at 1:46 pm to lsuconnman
And I bought this Friday frick me
Posted on 1/31/26 at 2:00 pm to Craft
If you liked $150, you’ll love $100…
Posted on 1/31/26 at 2:41 pm to lsuconnman
But that "bitcoin yield" tho...
Posted on 1/31/26 at 2:45 pm to Big Scrub TX
Posted on 2/3/26 at 2:26 pm to Rankest
bump
Posted on 2/3/26 at 2:35 pm to Big Scrub TX
Thanks for the reminder! Only down 61%
Posted on 2/3/26 at 2:48 pm to Big Scrub TX
I wouldn't be surprised to see it get a pump to allow some insiders a chance to get out
This post was edited on 2/3/26 at 2:49 pm
Posted on 2/3/26 at 4:27 pm to Rankest
I have only two questions:
Why is bitcoin down so much from its high?
Why is MSTR trading at less than a 300% premium to it's liquid bitcoin holdings?
Why is bitcoin down so much from its high?
Why is MSTR trading at less than a 300% premium to it's liquid bitcoin holdings?
This post was edited on 2/3/26 at 5:21 pm
Posted on 2/3/26 at 5:42 pm to Big Scrub TX
quote:
Why is MSTR trading at less than a 300% premium to it's liquid bitcoin holdings?
• Bitcoin held: ~214,400 BTC (per Strategy.com)
• Bitcoin price: ~$71,000
• Diluted shares: ~100 million (company-assumed, post-split)
• Bitcoin value per share: ˜ $152
• MSTR share price: ˜ $160
• mNAV: $160 ÷ $152 ˜ 1.05, or about a 5% premium
Where are you getting the 300% premium?
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