Samson Mow says MSTR is 'massively undervalued' — treasury companies, genius or ticking bomb?

Camila Rocha · 13 likes

just buy the actual bitcoin, why pay for a middleman with leverage

Ruby Wilson · 1 likes

some people can only buy stocks in their retirement accounts, that's the niche

Rachel Tan · 10 likes

treasury companies were cool in 2024. now there's like 200 of them and most trade below nav

Tola Ibrahim · 0 likes

the copycat phase is always where the fun ends

Siti Lestari · 7 likes

Mow is a bitcoin maximalist, he says btc anything is undervalued lol

Ethan Brooks · 2 likes

consider the source always

Maya Putri · 4 likes

MSTR at under 1x mNAV for a while was a buy signal for some, but debt makes it risky

Pixel Baker · 0 likes

their converts dont mature for years so forced selling risk is lower than people think

Rohan Mehta · 2 likes

15% yield on anything should make you nervous. where does the yield come from?

Isha Menon · 6 likes

from new buyers, mostly. not saying ponzi but... its a lot

Emir Kaya · 2 likes

yield is paid by issuing more stock to new investors, its a reflexive loop

Aoi Ito · 0 likes

saylor will never sell. that's both the bull and bear case

Grace Parker · 6 likes

diamond hands of steel or stubbornness until the end