pull down to refresh

2 sats \ 4 replies \ @Undisciplined 27 Jun \ parent \ on: Even further explorations at the frontier of Bitcoin Treasury Companies lol bitcoin

How does their mNAV compare to Strategy's?

write
compose
48 sats \ 3 replies \ @Lobotomite 27 Jun

In the dumpster! I guess it depends on what mnav calculation you are doing but their website was .25 - .3 last time I checked.

reply
82 sats \ 2 replies \ @Undisciplined 27 Jun

Sounds like they might be a better buy than MSTR

reply
90 sats \ 0 replies \ @optimism 28 Jun

If you're tired of worrying about getting rugged by Saylor, worrying about someone else rugging you may be better, yes.

reply
118 sats \ 0 replies \ @Lobotomite 27 Jun

Yeah its a pretty tough decision for me personally. On one hand the discount to NAV offers great upside, on the other hand, they trade down there for a reason. Typicaly the main business is dragging the company down. It's hard to predict the future and we have had it go both ways, positive example being Strive, negative being Semler.

reply