i dont think Jack Mallers has the Disagreeable trait in the quantity necessary to take on MSTR... but it's fun to have another company to look at.
Discussion
Spicy take.
thx. it was just a random thought that popped into my head
i've seen a bunch of interviews of Saylor where he gets a little ornery and impatient. I have a feeling he's a bit autistic to the point where he can't not do the thing that should be done.
Jack just seems a little too cool kid for me. Maybe i'm just an insecure male, bristling at someone who's so young, successful and good looking. but the concern is that his personality (if he really is more agreeable) has a bigger influence/attack surface for him for doubts, bad influence, etc.
Saylor has also already been derisked from ladies, liquor, leverage etc.
Hrm. Valid points but Saylor carries an entire operating company as baggage.
i'm going to have to look into this some more. i definitely don't like having sacred cows.
sometimes i look at Tesla investors on twitter, and I don't know how they have kept up so many years. "just pivot to bitcoin/MSTR already" i wish i could tell them.
so i'm going to try to look at MSTR with a critical eye. the Josh Mandell character was complaining about Saylor's ATM usage, so there is some room for criticism of the strategy.
I just need to liquidate my IRAs and ignore stocks. 😑
I did that last year and now I owe $8000 to the IRS.
I vibe coded a Monte Carlo python simulation of $100k for 3 years. take it with a grain of salt bc i'm not a statistician. but you can see there's a significant benefit you might leave on the table.
99% BTC/1% MSTR
50%BTC/ 50% mSTR
Who does he have to disagree with?