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