Communities:
Irresponsibly Long $MSTR
| # | Tweet | Community | Topic | Views ▼ | Ratio | Engagement | Posted |
|---|---|---|---|---|---|---|---|
| 1 | [image] Insane. With 10-year US treasuries dropping sub 4% yield, $STRC is 7.5% greater than the “risk free” rate AND it’s return of capital dividends so not capital gains….
@Saylor is ruthless. Raising the dividend with $STRC closing the month at par.
He doesn’t want $STRC sometimes | Irresponsibly Long $MSTR | Finance | 37.5K | 4.6x | 595 | Mar 1 |
| 2 | [text] MUST READ - $MSTR/$STRC Thesis:
$MSTR’s cost of capital is now 11.5% on $STRC “Stretch” preferreds.
If @saylor hits the $STRC ATM tomorrow and smash buys $BTC at $67k, then Bitcoin must rise at a pace that exceeds this rate.
So 1 year from now, if $BTC exceeds $74,700, then | Irresponsibly Long $MSTR | Finance | 3.9K | 0.5x | 90 | Mar 1 |