$GME has around 10x the cash and is 10x the market cap of $MSTR when they started the Saylor Strategy in August 2020.
Are you ready for corporate Bitcoin treasury adoption? 🔥🔥🔥
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Do you think GME has the brain power and/or financial skillz, to do the same kind of financial innovation work as Saylor (and his team) got? Less/more skill in this are? (they could always buy the skill, but do you know if they have done that?)
They have $5 billion and they can’t hire someone? lol
Saylor is giving the knowledge away for free. Strategy runs seminars for businesses. He's probably personally coaching Cohen on it too, judging by their friendly photo. Cohen and co aren't dummies either. They've got this.
if GME is valued on its bitcoin holdings (should they buy at this very moment for the money they borrowed) they would be even more overvalued then microstrategy, while relying on Saylor giving them free information. is this the bullish story?
$GME trades at $2.5x its cash value right now and has an underlying business and owns tons of inventory
If they buy BTC at discount prices they’re very close to normal ranges for valuations
if GME decides to go ballz deep, throws caution to the wind and buy bitcoin for all of its cash - along with hiring a staff of financial engineers, i would probably sell microstrategy to buy GME. however if they don’t, microstrategy still stand out as the “smart leveraged” trade while GME would look like that really don’t know what they are doing, being insecure and not buying enough to make it matter. do you think GME “gets it” or will they play it “safe”(/weak)
Only time will tell my friend, but given the convertible offering, I think they’re gonna do at least a modified version of the Saylor strategy
You don’t have to full port into GameStop by selling all of your micro strategy just sell like five or 10% and get a small GameStop position
don't overthink it. MSTR will always be the đź‘‘ GME is currently 10% of my MSTR holding. I don't think they need any new staff either. again, meme stock, bitcoin bull market, momentum building
they haven't borrowed any money yet. also, it's a meme stock: markets can stay irrational for longer than
