Retail Ry 🏧🟧

[Retail Ry 🏧🟧 @ryQuant]

@beneficial Amen, say what you will.

This thing is a silver bullet if there ever was one.

Whether in house expansion to a new business line, of which I have thoughts, or from buying other companies.

[Retail Ry 🏧🟧 @ryQuant]

$MSTR There is a right side and wrong side of history.

The right side will say that the Prefs to buy bitcoin + simultaneous cash flow was the right decision.

The wrong side will disagree.

[Retail Ry 🏧🟧 @ryQuant]

The Peter Thiel Interview Question:
Slightly modified.

What is one thing that you’re right about, and nearly every smart person around you is either (a) wrong about or (b) not thinking about?

$MSTR Free Cash Flow will go up a lot.
It’s not a short term payback.

[Retail Ry 🏧🟧 @ryQuant]

@Potts_01 @Strategy You don’t get what I’m saying, nor do I think you get whatever this is here you’re saying.

[Retail Ry 🏧🟧 @ryQuant]

@Potts_01 This type of response is breathtaking.

Over a long time frame, @Strategy can own everything.

You’re suggesting a ‘trading firm’

[Retail Ry 🏧🟧 @ryQuant]

@beneficial Have this reply carved into the stone of the internet’s history.

[Retail Ry 🏧🟧 @ryQuant]

1. Yes that’s fair, but that doesn’t dissuade the necessity of making money as a company.

2. Yes as Steve Jobs would say. But it’s a focus from one idea to the next to create the best customer experience. Much could be said here but it’s distracting to the main point.

3. Forward statements and future outcomes should be weighed differently, and perhaps separate from business operations.

4. The business opportunities won’t always be there. Opportunity cost, valuation, market/shareholder perception, etc, are all dynamic & changing.

[Retail Ry 🏧🟧 @ryQuant]

@patrickc You think these US leaders care about anything?

Oh, how easy it is to fool people.

[Retail Ry 🏧🟧 @ryQuant]

@RealJimChanos 🧹🧹🧹🧹
BREW CREW
🧹🧹🧹🧹

[Retail Ry 🏧🟧 @ryQuant]

@NYC_MSTR_BTC @ChrisMMillas MSCI exclusion, and the precedent that would be set, is a real problem.

[Retail Ry 🏧🟧 @ryQuant]

It matters a lot to:

1. Stay in the NQ100. Just a few weeks ago the market cap was 96/101 companies in the index.

2. Try not to get booted from MSCI. It looks bleak. The ~3% of shares they bought is half a Saylor assuming he owns ~6% of the company.

3. Get into the SP500.

There’s a lot of passive capital out there buying the indices on an ongoing basis, that otherwise would not flow into Bitcoin.

The positive sentiment of institutional acceptance and adoption would be extraordinary.

Being in all 3, could and perhaps should improve the credit worthiness of the company, and our credit rating could benefit.

This combo of 3 indices could feed on itself, in either direction.

[Retail Ry 🏧🟧 @ryQuant]

@A5T3R0lD Hopium.

[Retail Ry 🏧🟧 @ryQuant]

@montezumapalace @Man_with_a_van Does the Sprinter drive well? Any significant tradeoffs with the diesel vs gas?

The standard cargo area can work, it’s just all trade offs like everything else in life. The box is cool for bigger & fixed bed area, big fridge/freezer, shower area, etc

[Retail Ry 🏧🟧 @ryQuant]

@NYC_MSTR_BTC @Man_with_a_van I’d rather not do a trailer. 1 piece is easier & less risk.

With my cybertruck, I’m limited by the amount of superchargers. Big parts of the 🇺🇸 don’t have SCs. With gas/diesel, there are stations everywhere.

Also, if I had to get a flat bed to recover.

[Retail Ry 🏧🟧 @ryQuant]

@Jaredrlynch @vol_christopher Torque is a luxury.

Torque is the measured value of selling common $MSTR at an mNAV of 2+

Yes, I want Torque.

[Retail Ry 🏧🟧 @ryQuant]

$MSTR One thing I’m concerned about with Daily Divs for the non STRC Prefs is that, it may fragment shareholder interest and liquidity that otherwise would have went to STRC.

What I’m really trying to say is, I think we have to get away from the Moral Hazard (market interpretation of precedent & expectations) of preemptively buying back STRC at 97-99.

[Retail Ry 🏧🟧 @ryQuant]

@GuyAdami @WalterIsaacson Dinner on me if we ever overlap at EWR 🫡

[Retail Ry 🏧🟧 @ryQuant]

@HarvestAndHex @vol_christopher @saylor World needs plenty of bartenders.

World has plenty of yes men.

[Retail Ry 🏧🟧 @ryQuant]

@OHare888 This is one of the “impossible to put down” books once you get into a couple chapters.

[Retail Ry 🏧🟧 @ryQuant]

@Kunamatada @LawrenceLepard @adamtaggart Lot of assumptions here.