The Case for Microstrategy (MSTR)

I think micro strategy as a company, is actually currently extremely undervalued. Why? There might be like $450 trillion of dead capital, just floating around in thin air, sterile capital.

What microstrategy is like the metaphorical steroids for impotent capital.

For example you take all this impotent capital, and then you inject steroids into it. Four better yet, you upcycle it, you turbocharge it. 

Revitilizing capital markets

Vitality reality, this is actually what we seek.

So for example, when it comes to men and women, in terms of sexual attractiveness or desirableness is fitness, virility vitality. 

It don’t really matter how old or young somebody is, physiology is more of a physiological phenomenon. 

For example, at the age of 36 I feel like I have more testosterone reality I did then when I was 26, nearly a decade ago. Why? I switched up my exercise ethos towards one rep max power lifting hype lifting, intermittent fasting, 100% carnivore diet, more time in the sun etc.

Actually this is a big thing about moving to LA which I am very very grateful for, I spent like 90% more time in the sun! For me the greatest tragedy is that when you do not have the privilege of being in the sun because you’re either stuck in some sort of Miserable office building, or, being stuck in a car.

Back to MSTR

what else love by Michael Saylor, micro strategies; I don’t recall the last time there was some sort of zealous passion or love of something or a company as much as Michael Saylor and Michael strategy then when Steve Jobs was still alive!

I think that Michael Saylor is like Elon Musk on steroids. 

The case for Michael Saylor is that first, he is very very relatable . He has been on like hundreds of interviews and podcast with normal people, and I feel like I’ve already got a PhD in economic theory and history of signs from him. He’s like the only professor entrepreneur worth listening to.

second, he kind of like the underdog. Micro strategy was essentially like dying a slow death, and Michael Saylor did an amazing job of revitalizing his dying company, by taking a huge risk. Even Michael Saylor says that the system is rigged against you, which is something that people want to hear.

Third, consistency transparency and focusing on the cyber economy. I love Elon Musk and Tesla, but once again, too many risk factors. And now that Elon Musk is becoming more divisive in terms of his political aims, I’ve even heard a story about my friend’s coworker selling his Tesla model three simply because he did not like the politics of Elon Musk.

Bitcoin is great because for the most part it is apolitical. It is certainly aided by the benefit of politics, for example if Donald Trump passes the bitcoin act, this will be very very good for the value of bitcoin, but still bitcoin can exist without a centralized government state.

Think four years ahead

The funny thing with stocks, investing companies is that people want super super huge and monster returns, in a very very short time span. That is fine, but as investors we should be thinking at least four years ahead?

Also look at the track record, it is pretty amazing that micro strategy has grown 650% in a single year, look at the yearly and four year performance records, not the daily or week or month level.

levered long

Once again if you could cycle all this dead capital, micro strategy then becomes really fascinating because it is like the ultimate reactor the ultimate nuclear reactor, the ultimate up cycling engine turbo charger.

Essentially if you took $450 trillion of sterile capital and actually revitalize it, wouldn’t this make micro strategy like worth 1000 trillion dollars?

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