Boring value stocks should adopt Bitcoin treasuries
The guest argues that underperforming value companies in traditional industries should allocate excess cash flows into Bitcoin as a scarce reserve asset rather than relying solely on dividends and buybacks.
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The story so far
- MicroStrategy's capital structure and reserve recoveryUNCHAINED
- Boring value stocks should adopt Bitcoin treasuries · THIS IDEAUNCHAINED
- MicroStrategy capital structure failure riskTHE POMP PODCAST
- MicroStrategy's flawed Bitcoin balance sheet modelTHE JULIA LA ROCHE SHOW
- MicroStrategy stock vs holding Bitcoin directlyWHAT BITCOIN DID
- MicroStrategy's $80B Bitcoin arbitragePROF G MARKETS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD