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

Avsnitt(275)

Why Canada needs a Strategic bitcoin reserve

Why Canada needs a Strategic bitcoin reserve

My pitch to Canada for adopting bitcoin. Where I buy Bitcoin (Non-KYC options) https://bitcoinwell.com/referral/bitcoinnotcrypto Need help on how to buy btc on Bitcoin well? https://youtu.be/-52aEY3L...

25 Dec 202420min

10 Billion new Shares Authorized by $MSTR | Special Meeting Letter.

10 Billion new Shares Authorized by $MSTR | Special Meeting Letter.

Yesterday MicroStrategy issued a Special letter which called for an increase in authorized common and preferred shares. Common by 10 billion, and preferred by 1 billion. In this video I go over why th...

24 Dec 202414min

The first Country that prints $ to buy Bitcoin wins.

The first Country that prints $ to buy Bitcoin wins.

What happens when the first country prints it's own currency to buy bitcoin for a strategic bitcoin reserve? They win. Where I buy Bitcoin (Non-KYC options) https://bitcoinwell.com/referral/bitcoinn...

23 Dec 202424min

Why $MSTR may not be right for you...

Why $MSTR may not be right for you...

Where I buy Bitcoin (Non-KYC options) https://bitcoinwell.com/referral/bitcoinnotcrypto Need help on how to buy btc on Bitcoin well? https://youtu.be/-52aEY3LIFs Join my BTC Discord and book a Free ...

23 Dec 202417min

Can BlackRock Change the 21M Supply cap of Bitcoin?

Can BlackRock Change the 21M Supply cap of Bitcoin?

A disclaimer at the end of BlackRocks Bitcoin etf advertisement has sparked a lot of questions about the 21 million supply cap of Bitcoin. In this video I discuss if this is possible or not. Where I ...

21 Dec 202414min

1.4B$ IMF Loan to El Salvador Fully Explained | What does it mean for Bitcoin?

1.4B$ IMF Loan to El Salvador Fully Explained | What does it mean for Bitcoin?

El Salvador has agreed to a load from the International Monetary Fund (IMF) for 1.4 Billion Dollars paid out over a 40 month period. In this loan agreement are terms that confine and lower the scope o...

21 Dec 202426min

Bitcoin Adoption in El Salvador with John Dennehy from My First Bitcoin

Bitcoin Adoption in El Salvador with John Dennehy from My First Bitcoin

Where I buy Bitcoin (Non-KYC options) https://bitcoinwell.com/referral/bitcoinnotcrypto Need help on how to buy btc on Bitcoin well? https://youtu.be/-52aEY3LIFs Join my BTC Discord and book a Free ...

19 Dec 202454min

Why $MSTR has been Smashing ATMs and not Convertible Bond Offers.

Why $MSTR has been Smashing ATMs and not Convertible Bond Offers.

But what about the share price? Where I buy Bitcoin (Non-KYC options) https://bitcoinwell.com/referral/bitcoinnotcrypto Need help on how to buy btc on Bitcoin well? https://youtu.be/-52aEY3LIFs Joi...

18 Dec 202415min

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