MicroStrategy Valuation Reaches Point of Absurdity

In this video we look at recent developments related to the Bitcoin company MicroStrategy.

Nothing in this video is investing advice, we are giving our own opinions based on publicly available information. We may have positions in any stock mentioned in this video and may change any position at any time without notice. Please do your own work and consult with a financial advisor before making any investment decision.

0:00 - 3:13 Intro
3:14 - 4:02 Differentiated Analytics
4:03 - 10:36 Bitcoin Bank
10:37 - 12:40 Premium to NAV
12:41 What Do The Bulls Say?

[GuidoHODL]

I’ll listen to your argument but I’m not in the business of shorting stocks. I’m in the business of finding a company I believe in. To understand MSTR one must understand BTC.

[NDJ]

Pretty sure u got that calculation wrong in the start, since MSTR owns closer to 250k BTC. Think i remember it to be about 253k rounded up.

[mrrolandlawrence]

common sense has no place in trading. people are simpletons. saylor buys when the fund grows so the buy price is irrelevant. people seem to think that whenever he buys its a new bull run.

saylor understands that btc is the perfect vehicle. investing in business that makes stuff could have recalls, staff issues, taxes, competition. btc is just a token and just like any whale - he likes to talk it up how great it is... same as the gold bugs and all the other pumpers.

[WhatSmellsLikeToast]

If this is a preview of your short selling reports, I'll pass