Episode Details
| Title | How MicroStrategy Became The Best Performing Stock In The S&P 500 | Dylan LeClair |
|---|---|
| Date | 11/4/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $MSTR - MicroStrategy is seen as a highly successful and misunderstood company, with a unique strategy of dilution that is accretive in Bitcoin terms. The company's performance and approach to managing Bitcoin holdings are viewed very positively.
- “They've outperformed every company, basically, on the planet. This this is a massive story. It's very misunderstood.” - Dylan (0:10)
- “The dilution is in terms of shares outstanding. It's accretive in Bitcoin terms, and I understand that's a radical notion.” - Dylan (30:15)
- “I'm not really worried at all about the liquidation risk. I think it's it's more so on, you know, how well they they manage this.” - Dylan (40:41)
- 🟢 $BTC - 🔒
- 🟢 $BITCOINPROXY - 🔒