MicroStrategy capital structure failure risk
The guest argued MicroStrategy is at severe risk of a equity wipeout due to continuous shareholder dilution to finance Bitcoin purchases.
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The story so far
- MicroStrategy's capital structure and reserve recoveryUNCHAINED
- Boring value stocks should adopt Bitcoin treasuriesUNCHAINED
- MicroStrategy capital structure failure risk · THIS IDEATHE 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