MSTR MSTR is trading about $9 below implied fair value. So either it should recover that back soon, or the premium above NAV has reversed the recent expansion trend and started to contract again.
MSTR is diluting at rates of around +10% new shares per month, +100% per year they only had 197m shares in November, now they have 297m Does anyone care that November's 340/share = today's 230/share and today's 340/share = last November's 510/share in market cap terms? And that MSTR is at about all time highs (save few hours peak) right now And BTC is down 25% from peak. Anyone?