MSTR besik will be here sooMICROSTRATEGY stock forum
MSTR besik will be here soo
MSTR gonna be fun when trump announced eu trade deal
MSTR Look at that bloody volume 🔈
MSTR I'm really bad when it comes to timing but sooner or later you'll regret that you bought this madoff :D
MSTR In my country there is a lot of new IPO´s with the exact same model as MSTR. The inflow of capital to these companies will dilute over time making the share prices drop in the medium to long term I believe. Starting the end phase of these treasury companies. It´s obviously a hardcore bubble going on 🫧
MSTR Since August 2020, MSTR has acquired 597,325 BTC at a total cost of $42.4 billion. As of now, that BTC is worth approximately $64.3 billion, a $21.9B gross profit in 5 years. That makes the "Show Room" Annual Rate of Return (ARR) 8.69% over the 5 year period. Ugg, not so good.
Compare that to the S&P 500 (13.4%) and the NASDAQ (15.95%), and Bitcoin itself (56%) over the same 5 year period and you can see Saylor is losing big time to all the major yardsticks.
But wait, that's just using the Show Room figure. Once you factor in:
**$8.2 billion in convertible debt outstanding;
**$3.4 billion in outstanding preferred stock with fixed
compounding dividends;
**$6.3 billion in tax liabilities (28.8% rate) from unrealized
gains;
…the actual net profit for BTC held drops to about $3.97 billion. So what's the REAL annualized return (net ARR) for BTC held over the five year period?
Answer: Just 1.8% per year.
Let that sink in. After five years of risk, leverage, dilution, and tax drag, the common shareholder’s retained earnings is barely better than a Treasury bond. And that's before considering any future dilution, ongoing dividends or CAMT tax payments.
This is why the mNAV will eventually decline to 1.0 or less. Once shareholders start getting diluted for tax gains on BTC holdings, the real pain will begin.
Compare that to the S&P 500 (13.4%) and the NASDAQ (15.95%), and Bitcoin itself (56%) over the same 5 year period and you can see Saylor is losing big time to all the major yardsticks.
But wait, that's just using the Show Room figure. Once you factor in:
**$8.2 billion in convertible debt outstanding;
**$3.4 billion in outstanding preferred stock with fixed
compounding dividends;
**$6.3 billion in tax liabilities (28.8% rate) from unrealized
gains;
…the actual net profit for BTC held drops to about $3.97 billion. So what's the REAL annualized return (net ARR) for BTC held over the five year period?
Answer: Just 1.8% per year.
Let that sink in. After five years of risk, leverage, dilution, and tax drag, the common shareholder’s retained earnings is barely better than a Treasury bond. And that's before considering any future dilution, ongoing dividends or CAMT tax payments.
This is why the mNAV will eventually decline to 1.0 or less. Once shareholders start getting diluted for tax gains on BTC holdings, the real pain will begin.
MSTR not bad for a day when coin I down over 1000
MSTR yes besik is back!
MSTR regards dont realize its just making a 1D support here
MSTR I'll buy at 200 I promise