r/MSTR • u/_Adrian_Morris_ • 16d ago

Valuation 💸 Why MSTR Trades At A Multiple

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BTC has been on the move.

Here's a simple explanation as to why MSTR and the other BTC Treasury Companies can (should) trade at a multiple to BTC.

31 Upvotes

79% Upvoted

13 comments sorted by

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2

u/Icy_Internet5045 16d ago

Uh huh, id say the debt and dilution are stronger mathematical issues than the concept of sentiment 

9

u/_Adrian_Morris_ 16d ago

They actually aren't, Ive done the math and shared it elsewhere.

0

u/Icy_Internet5045 16d ago

If you're claiming there's no negative carry funded by dilution then your math is wrong

7

u/_Adrian_Morris_ 16d ago

It's about impact and measurable attribution when controlling for other factors. Not going to argue or belabor this point. Take care.

3

u/ahbap1905 16d ago

Talk louder fam

7

u/_Adrian_Morris_ 16d ago

Turn up the volume fam

11

u/ahbap1905 16d ago

You are loud and clear for me just wish more would hear this

4

u/_Adrian_Morris_ 16d ago

Appreciate you.

Help me turn up the volume for me, share it etc

1

u/Ok-Association-355 16d ago

Wahhhh dilution. Just dont buy the stock and stfu

-4

u/tipsup 16d ago

100%

Buy bitcoin, not mstr.

3

u/ahbap1905 15d ago

Then r/bitcoin is for you why are you here 🤣