@GarlicFryRy@mattnahigian Of course it’s this, it always is! Why do you think David Ortiz is in the HOF and Bonds isn’t? Tale as old as time. Media people will look past your faults if they crack jokes with you and call 40 HR hitters who play everyday lazy if they don’t.
@TechSr06@ironmikeluke@CjAzWildlifeLaw Yea all it took was Peat going down for most of the game. Of all teams you all should know how injuries impact games.
@dotkrueger Not quite. The 14%+ figures are secondary-market yields, not Strategy’s issuance cost. STRK/STRF/STRD were issued at 8-10%, converts carry very low coupons, and lately Strategy has been raising cash through MSTR common, not new preferred issuance.
@SCHDETF Helpful context. Did Schwab say whether share-count growth was mostly late-quarter, after many underlying holdings had already gone ex-dividend?
Seems like the key question for Q3/Q4 is how much of the lower DPS was timing dilution vs. the post-reconstitution portfolio yield.
@SCHDETF Nothing is wrong with SCHD. This is just like Q2 2022 to Q3 2023. It went down from .2346 to .2216. What was Q2 2024? .2747. This will be a blip in the long run.