Why $MSTR mNAV actually makes sense.
ForrestHODL26 Nov 2024

Why $MSTR mNAV actually makes sense.

mNAV stands for multiple of Net asset value. People think that MicroStrategy should trade at or near it's net asset value like a bitcoin ETF. Except it's not an ETF, it's a growth company that is growing it's bitcoin per share, by selling financial products like convertible bonds, issuing new shares when that mNAV is high to acquire cash to buy more bitcoin, by using their free cash flow from their Business Intelligence business to buy bitcoin, and who knows what else into the future. Maybe traditional corporate debt at interest rates lower than you or I could get, maybe earning yield on bitcoin, maybe using bitcoin in some way that is inconceivable today but will be commonplace in the future and they just happen to be the biggest single hodler of this digital capital, again who knows. That's why MSTR is a bet on the future and that's why MSTR should be valued as a growth company Where I buy Bitcoin (Non-KYC options) https://bitcoinwell.com/referral/bitcoinnotcrypto Join my BTC Discord and book a Free 1on1 call https://discord.gg/PY5tKvAamB Fund my Documentary "The Land of Volcanos and Bitcoin" https://geyser.fund/project/thelandofvolcanosandbitcoin Donate BTC to the show bc1qcutnrvw8cevmmyw47j02gw0s4q3f3pgkskje4z Lightning at takingback@bitrefill.me Follow me on Nostr npub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fs Movies I've made https://amzn.to/3FtVKmr https://amzn.to/3FtVKmr https://amzn.to/3FtkmM6 https://amzn.to/3s43FE8 Alternative Dwelling Documentaries https://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA

Episoder(275)

$MSTR Preferred Stock $STRK Explained | Accretive dilution to buy more BTC

$MSTR Preferred Stock $STRK Explained | Accretive dilution to buy more BTC

Since I recorded this yesterday there has already been an update that changes some things about the offering. shares will be $80 and the deal is over prescribed so they now plan to offer 7.3m shares i...

31 Jan 202518min

Understanding Bitcoin with Gen Z Josh from Work, Save, Bitcoin

Understanding Bitcoin with Gen Z Josh from Work, Save, Bitcoin

Follow Josh here  @WorkSaveBitcoin  https://x.com/StackingSats247 Where I buy Bitcoin (Non-KYC options) https://bitcoinwell.com/referral/bitcoinnotcrypto Need help on how to buy btc on Bitcoin well...

30 Jan 202536min

Bitcoin and Microstrategy with Rajat Soni CFA

Bitcoin and Microstrategy with Rajat Soni CFA

A full conversation with Rajat about Bitcoin, Microstrategy, Real Estate, and more Find him here  @rajatsonifinance  https://x.com/rajatsonifnance Where I buy Bitcoin (Non-KYC options) https://bitc...

30 Jan 20251h 14min

Get to .0021 bitcoin

Get to .0021 bitcoin

.0021 Bitcoin is 210,000 Sats or $210 USD when BTC is at 100k. It's an amount that most people in the developed world could get to, either by saving, selling some things, or just as a part of their in...

30 Jan 20258min

Why I think Meta will buy Bitcoin.

Why I think Meta will buy Bitcoin.

In this video I explore that meta has a shareholder proposal that advocates to use some of their cash balances and swap it into Bitcoin as a hedge against inflation. I talk about why I think meta is t...

30 Jan 202515min

$MSTR Unrealized 15% Tax? WSJ FUD explained

$MSTR Unrealized 15% Tax? WSJ FUD explained

Wall street journal and many other publications recently published "news" about MSTR being subject to a 15 % unrealized gain tax on their bitcoin holdings. This was because of a tax law change in 2022...

26 Jan 202512min

The best ways to store your Bitcoin

The best ways to store your Bitcoin

Find Jor  @88SATSradio  Find Rajat at  @rajatsonifinance  Websites we mention https://heyapollo.com/ https://bitcoin.org/en/wallets/hardware/?platform=hardware&step=5 Where I buy Bitcoin (Non-KYC ...

26 Jan 202539min

SAB 121 Revoked! What does this mean for $BTC $MSTR

SAB 121 Revoked! What does this mean for $BTC $MSTR

Sab 121 got revoked through executive order and SAB 122 means better treatment for banks that hold digital assets. I explore what that means in this video. Where I buy Bitcoin (Non-KYC options) https...

25 Jan 202513min

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