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MSTR Arbitrage Calculator Patreon Dec 9, 2024

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Comments

TWATOSHI

What’s a good entry for MSTR right now ? First timer

Nerrad Nevar

Looking at the MSTR Arb model - Can anyone explain the NAV Premium. MSTR is currently 97k the NAV premium 1.00 = 360.45 (On the 100k table) I though that a NAV of 1 means that the share price is = BTC price. But at this price the MSTR market cap is 2.12 x BTC price

Double D

What happened to the MSTR today

Chewie

Figure I always look is, 1 BTC = 552 MSTR Only bit down from 560 but still gaining and that was recent

Abu__Ibrahim

which NAV premium should you look at first? NAV Premium against Basic Share Or NAV Premium against Diluted Share Within what ranges is it recommended to buy when looking at NAV premium? https://www.mstr-tracker.com/ thanks in advance

Tremil D

I’d want to see the assumed diluted shares (270,243,000) rather than basic shares outstanding (234,277,000 million) in the model, see Form 8-k Dec 2, 2024. Seems like the missing 36 million shares makes a difference since they are loans used to purchase Bitcoin. Were more shares sold/ diluted to buy the latest round of Bitcoin? Thoughts?

AF Projecten

What would happen if Saylor destroys the BTC keys (like he said he could/will arrange when he dies), what would happen to the company and stock price?

Zookie_

Noob Q, but why do you think this is? I read that NAV anything below 2 is a good buy, is this your main basis?