Quote from: avp2306 on August 03, 2025, 10:23:52 PM

Quote from: Ambatman on August 03, 2025, 11:54:23 AM

Quote from: fillippone on August 02, 2025, 09:57:30 PM

This slide is nothing new, actually

I found out about the slide recently and the actions of strategy shows that this wasn't how they were doing it.
It feels recent to me.

Quote from: Free Market Capitalist on August 03, 2025, 09:12:36 AM

Quote from: fillippone on August 02, 2025, 09:57:30 PM

This slide is nothing new, actually, but a good way of communicating that the mNAV can be played by Strategy to fuel further growth.

Nothing new but not too old either. Strategy has been selling common stock with an ATM of less than 2MNAV until recently.

Hence why many were complaining about the price performance during the few months ago correction
Strategy was performing sub-par because common stocks were continuously sold below 2mNav despite bitcoin recovery.

Maybe they failed to keep their face that's why they didn't meet their investor expectation on some situation happen.

The Nav discount is something like reminder the market is not convince on their company leverage, but for sure MicroStrategy would find solution on this issue and create something that can make their investor satisfied.

But so far there are still many investor believe on them and we could still see that lots of them still pour their money if MicroStrategy do something to raise funds for their Bitcoin accumulation.

The nav discount indicates that the market is not yet fully confident in their leverage strategy, but MicroStrategy has proven before that they are a long-term player in the crypto market and can take advantage of opportunities.