If I had bought MSTR a year ago (at 71.5% above NAV), I would be way more concerned about the BTC per share accretion: +17.6% Jan-June; +9.4% July-Dec. At that rate of diminishing returns, it may never reach the 71.5% I had overpaid for.
If I had bought MSTR a year ago (at 71.5% above NAV), I would be way more concerned about the BTC per share accretion: +17.6% Jan-June; +9.4% July-Dec. At that rate of diminishing returns, it may never reach the 71.5% I had overpaid for.
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