— Michael Saylor, MicroStrategy
Strategy earnings puts tiny STRC front and center
Strategy released its Q3 earnings yesterday, spending vast amounts of time on its newest, (and relatively small) preferred stock, STRC.
Results for Strategy, MSTR
62 stories, newest first
— Michael Saylor, MicroStrategy
What to expect on Strategy’s Q3 earnings call today
Strategy is reporting earnings today after the market close. Here are the top seven things investors expect to learn.
Strategy’s mNAV falls to 19-month low as BTC outperforms
Strategy common shares have fallen to a 19-month low multiple-to-Net Asset Value. The basic mNAV of MSTR is now just 1.21x.
— Michael Saylor, MicroStrategy
Strategy hasn’t sold any STRC through ATM since July
Michael Saylor has been particularly optimistic about expanding STRC domestically and abroad, yet his STRC ATM sales to date are $0.
Strategy gains $8B in market cap after IRS waiver
The IRS said that Strategy can disregard unrealized gains and losses on digital asset holdings when computing income subject to the 15% CAMT.
Why Saylor’s STRC isn’t really a money market or bank account
Speaking about STRC, Saylor said, "Everybody in the world would love to have a high yield bank account that yielded 10%."
MSTR down $8B this quarter despite inflows from global institutions
Despite persistent purchases and tens of billions of dollars worth of institutional ownership, MSTR is nowhere close to an all-time high.
Michael Saylor says short seller deployed bots to bash MSTR
Strategy founder Michael Saylor thinks that a short seller of MSTR is botting social media to spread skepticism about his company.
Why the S&P 500 committee could deny MSTR inclusion on Friday
MSTR investors are hoping for good news from the US Index Committee on Friday about its potential S&P 500 inclusion.
— Michael Saylor, MicroStrategy
Michael Saylor diluted MSTR by $735.2 million after saying he wouldn’t
Since revoking his promise not to dilute MSTR to buy BTC between 1-2.5X mNAV, Michael Saylor has diluted by another $735.2M.