MSTR The mNAV is losing ground again. The market apparently was not impressed with the large discount given to attract buyers for the new STRD preferreds. Those new shares come with an annual $118M dividend maintenance cost. That's in addition to the ~$200M in dividend payments they were already on the hook for.
The company now needs $1 per share in profits just to pay annual dividend commitments (which nobody here is receiving a penny of). That's a lot for a company that hasn't turned a profit in years. That's not to mention IRS debt starting in 2026.
The company's plan apparently is to keep using new credit cards to make payments on the old maxed out credit cards. Everyone with an ounce of common sense should know that is not sustainable.
MSTR overvalued scam company. This generation is insane. Dude is doing it right infront of your faces lol what a joke. Enjoying buying bitcoin for double the price.
STRK there is so much informational asymmetry here. MSTR is building the foundation for generational wealth on a time horizon of 5 to 10 yrs and people are quibbling abou5 a dip to 367?
strd casually raised 1 billion usd. let that percolate.
MSTR Microstrategy's situation is looking more questionable the deeper you dig. Some of the patterns feel way too familiar... as I posted a video recently breaking it all down, this goes way beyond Bitcoin. Funny how things seem to unravel whenever oversight disappears and doors open for opportunists! 😅😅
MicroStrategy’s new preferred stock is offering an eye-catching 11.75% yield — but let’s pause.
That’s not a return. That’s a risk premium for holding long-dated, low-ranking exposure to a company whose balance sheet is anchored to Bitcoin.
📉 Time value of money matters. A perpetual preferred yielding 11.75% means no maturity, no principal return, and full price risk.
Compare that to:
📈 Berkshire Hathaway has delivered a 14% geometric return over decades ✅ With real earnings ✅ No dilution ✅ And no dependency on speculative digital assets
If you truly understand risk-adjusted return (Sharpe ratio, cost of capital, downside deviation), you’d never exchange capital for a non-voting, no-growth yield product tied to Bitcoin volatility.
Why gamble on a 10% paper yield tied to a synthetic Bitcoin ETF when BRK.B offers compounding alpha with real assets?
MSTR Retail panic is the bear’s symphony. Keep the music playing. 🎻🐻 Ignore the bull — dump it before they do. They’ll tell you it’s “just consolidation.” You’ll find out it was exit liquidity. The louder they scream, the happier the bear gets
MSTR The mNAV is losing ground again. The market apparently was not impressed with the large discount given to attract buyers for the new STRD preferreds. Those new shares come with an annual $118M dividend maintenance cost. That's in addition to the ~$200M in dividend payments they were already on the hook for.
