hope you have sold because they have already announced another capital increase 😂
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@cashwithhead It's funny that people are now happy about capital increases! The store is now so badly overvalued that the place is on fire if Bitcoin doesn't run. I have increased!
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@GordonGekko83 Well, as long as the return on the Bitcoin beats the dilution, it's a brutally good move. There is also a high Bitcoin risk even without the convertibles. Just wanted to inform you when I read that a few minutes ago 👍.
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@cashwithhead That's right! The so-called leverage effect! The share is now so overvalued that it is bound to collapse sooner or later. There is no longer any rational justification. The bitcoin portfolio has an equivalent value of just around €14 billion and $MSTR is valued at €23 billion. The core business minus debt is worth €0 at best. Bitcoin would therefore have to rise to €115,000 to justify the current price. Possible, but without a reset I don't believe it. Why should I or anyone invest in $MSTR at a premium when they could invest directly in bitcoin or via a bitcoin etf! I think people might come to this conclusion sooner or later. Conclusion: $MSTR is a pure bitcoin investment with an exaggerated premium = increased risk. I may stock up further😅
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•@cashwithhead May I post the last excerpt of our "discussion"?
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•@GordonGekko83 Do what you want with it. I don't want to contradict you, but I already said in the other post that it's a dangerous bet. 💡
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@cashwithhead is not about that! It's not without risk. Like short positions in general. Just asking because it's the right thing to do before quoting others. Just to stimulate further discussion. 👍
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•@GordonGekko83 Yes, I know how it was meant. I'm curious what the others will say, so I'm happy to do it. Just wanted to say something about it again👍.
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@cashwithhead I'm excited about that too! 👍 Most people think I'm crazy anyway😆😆😆😆
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