Estuchains

[Estuchains @emcajiga]

Hola mundo

[Estuchains @emcajiga]

@sebas_po94 Exclamó el Ecuatoriano que alaba a un Argentino !

[Rhevolver @Rhevolver]

GANÓ MÉXICO HIJOS DE SU PUTA MADRE AYAYAYAYAY TÓQUELE DURÍSIMO MI CHUY QUE HOY NO SE DUERME

[voided @voided]

The life of your retard friend who went all in on semiconductor stocks and refused to understand the concept of diversification

[Estuchains @emcajiga]

@aJackBurton @BitMasterK He would not be correct, that EPS would be based on unrealized digital asset gains, which is not TRUE earnings !!! The only fundaments valuation is that which ties the mNAV 1 to 1 with BTC. MSTR is overvalued as it is…

[Cassandra Unchained @michaeljburry]

Sometimes, we see bubbles.
Sometimes, there is something to do about it.
Sometimes, the only winning move is not to play.

[Estuchains @emcajiga]

@shillMeARiver @Strategy It’s true, most are wildly overvalued, but that’s due to the expected growth being overstated. MSTR doesn’t have those CF. Being a treasury stock it solely depends on the price of the underlying and this should trade in tandem to it, maybe a slight premium. You see my point?

[Estuchains @emcajiga]

@shillMeARiver @Strategy I understand that idea of investing, but by all metrics this is not an underperforming stock. If you were to do a full numerical analysis the value of the stock should be closer to 220. This is a bet at the end of the day, if you want something more tangible and undervalued, $UPS

[Estuchains @emcajiga]

@shillMeARiver @Strategy So your entire bet lies on whether the USG invests on it or not?

I am just trying to understand the bullish perspective on $MSTR given that the number don’t back it up…

[Estuchains @emcajiga]

@shillMeARiver @Strategy Sure, but what’s going to push the price of the Stock up if they are diluting and most likely will never reach the mNAV of 1 to 1 with Bitcoin? I’m all for the inclusion of it in the S&P, and the USG but, but it must be at the 1 to 1 threshold.

[Estuchains @emcajiga]

@shillMeARiver Think about it for a second, how can the EPS of 8.42 be representative if revenue (which it the top line, not even used for EPS) is less than the number of issued stock by less than half? It is pathetic…

[Estuchains @emcajiga]

@shillMeARiver My guy, it’s due to unrealized gains from digital assets (ie. Bitcoin). Their operating income net of that is negative. They are not making money !!! They are funding their operations, servicing their debt, and buying new Bitcoin mostly through new equity issuance, DILUTION !!!

[The Icahnist @TheIcahnist]

Every man secretly wants to build a HoldCo with his friends that owns boring high-margin cash-flowing assets.

[La Gazzetta Ferrari @GazzettaFerrari]

Night Le Mans with Ferrari ✨

[Fut Azteca Shitposting @futaztecapostin]

Cristiano Ronaldo llorando con “No hay novedad” de los Cadetes de Linares de fondo

[Analistas APP descárgala @SomosAnalistas_]

Obviamente no estuviste en este momento niña

[Gordon Gekko @GordonGekko420]

A short film by Gordon Gekko.

“A day in the life: Analyst”

[Absinthe Pizza Party @AbsinthePizza]

@_Hornik_ Imagine Pope Innocent III with today’s nutrition and training, unstoppable

[carl @CarlsBeef]

At Pope
5 foot 10
From South Holland
LEO 14

[Shooter McGavin @ShooterMcGavin]

Husbands returning to their families after watching The Masters for four straight days

[Estuchains @emcajiga]

@PdgSports1 Barcelona 3-0