Communities:
Irresponsibly Long $MSTR
| # | Tweet | Community | Topic | Views ▼ | Ratio | Engagement | Posted |
|---|---|---|---|---|---|---|---|
| 1 | [image] MSTR holds $145 of Bitcoin behind every share.
The stock trades at $85.
The market is pricing this for a funeral. I modelled whether it deserves one 👇🏼 | Irresponsibly Long $MSTR | — | 49.3K | 3.7x | 121 | Jun 26 |
| 2 | [image] At $85, MSTR sits in the 0.1st percentile of its entire history on our Risk-Adjusted Composite, combining the Sharpe, Sortino and Calmar ratios.
Either this is the beginning of MSTR going to zero…
Or we’re looking at the largest risk-adjusted discount the market has ever | Irresponsibly Long $MSTR | — | 20.4K | 1.5x | 218 | Jun 25 |