Dan

Decision Quality | Personal Finance | Equity Investing | Markets. Write mostly about decision quality and my top 5 positions. $SOFI $AMZN $META $TSLA $SPCX

[Dan @daninvests_]

Trying to help new and existing investors make better long term decisions 🙏

[Dan @daninvests_]

@layeredstacks Yes unfortunately

[Dan @daninvests_]

$SOFI flywheel - acquire the member —> give them a great experience and build trust —> cross sell them into new products —> increase LTV. Member growth, product per member, LTV

[Dan @daninvests_]

@Tim_Sweeney_TAR Feels like this is a no brainer to do

[Dan @daninvests_]

$SOFI only has one real competitor and that is Revolut

[Dan @daninvests_]

@jefecaminador @saylor @mattkratter While the market values MSTR primarily as a Bitcoin proxy vehicle, standard corporate finance rules still apply. Building a cash reserve strengthens the corporate balance sheet, reduces liquidation risk, and adds tangible per-share value, even if it temporarily dampens a metric

[Dan @daninvests_]

@marketswithmay @SoFiIR would love for them to continue the trend in women’s sports - LPGA (go get Nelly Korda), women’s tennis. I do think for unaided brand awareness growth sports is the best vehicle.

[Dan @daninvests_]

@frombroke2bull I wouldn’t use PE for their valuation for another 5 years

[Dan @daninvests_]

@BigpictureBTC @Crypto_shogun23 I actually think that’s not that far fetched

[Anthony Noto @anthonynoto]

Wyndham!! and Charley!! Crushing it for team @Sofi

[Dan @daninvests_]

@BigpictureBTC just bought today. 10x what he sold at a lower price. seems pretty good to me. 🤷‍♂️

[Dan @daninvests_]

@BTC_broo Yes

[Dan @daninvests_]

Again, to buy $STRC and $MSTR you have to believe that Saylor and Le are exceptional at financial engineering and arbitrage; even more than believing in $BTC. If you don’t, then don’t invest.

[Dan @daninvests_]

I don’t think them selling is causing anything. And this is the outcome. How to increase $BTC per share over time. They have many levers to accomplish it, including occasionally selling Bitcoin.

[Phong Le @phongle]

Our corporate @Strategy is to increase net Bitcoin and Bitcoin per share over time. Rumors otherwise are just rumors.

[Dan @daninvests_]

Guess is SpaceX doubles at IPO leading up to the cliff where investors can sell and and we see a nice 30% correction back to about 180-200 a share.

[Dan @daninvests_]

@dotkrueger I agree. There are multiple levers to pull. And this is actually a scenario he way want. Raise dividend, get influx of cash, buy BTC at a huge discount. Net net - sold some BTC, got more cash, bought it back and more cheaper, more BTC per share.

[Dan @daninvests_]

It’s important in days like today to re-underwrite and validate your conviction. Makes the day less emotional

[Dan @daninvests_]

@Mr_Derivatives No it’s not

[Dan @daninvests_]

@MustafaCharts 6

[Dan @daninvests_]

@scottmelker this is the most importsnt chart of this cycle. if this is the decoupling from equities and tech generally, this is a great thing