MicroStrategy's busted capital structure
The host argued MicroStrategy's valuation is nonsensical, as it trades at a premium while diluting shareholders and selling Bitcoin to buy back preferred stock and hold cash.
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The story so far
CONTESTED · 9 MENTIONS · 7 EPISODES · 7 SHOWS
21 JUL 2026 — 4 AUG 2026 · YESTERDAY
7 SUPPORT · 1 CHALLENGE · 1 REPEAT
- UNCHAINED · 2 MENTIONS
- THE POMP PODCAST
- THE JULIA LA ROCHE SHOW
- WHAT BITCOIN DID
- PROF G MARKETS
- THE OPTIONS INSIDER RADIO NETWORK
- YET ANOTHER VALUE PODCAST · 2 MENTIONS
- MicroStrategy's busted capital structure · THIS IDEA
- Investors' selling problem
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD