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Microstrategy Inc MSTR

MicroStrategy Incorporated is a bitcoin development company. It is engaged in the development of the bitcoin network through its activities in the financial markets, advocacy and technology. It designs, develops, markets and sales its software platform through licensing arrangements and cloud subscriptions and related services. It provides artificial intelligence-powered business intelligence, and enterprise analytics solutions. It offers software and services designed to turn complex, chaotic data environments into rich, reliable, and convenient information feeds for its customers. Its cloud-native flagship, MicroStrategy ONE, powers some of the analytics deployments in the world for customers spanning a range of industries, including retail, banking, technology, manufacturing, insurance, consulting, healthcare, telecommunications and the public sector. MicroStrategy ONE provides non-technical users with the ability to directly access novel and actionable insights for decision-making.


NDAQ:MSTR - Post by User

Post by James72on Aug 16, 2022 1:18pm
191 Views
Post# 34899832

What is the Bull Case here?

What is the Bull Case here?Not sure I understand why anyone would buy this. This company was trading at around $150 before starting to buy Bitcoin. They are down just under $1B (approx $7,000/per on 129K coins). But there shares are up $200 (Market Cap +$2B). Software side of the business is static to declining. I understand the the impacts of a short squeeze but that is temporary. I just don't see the rationale here. If you like bitcoin buying the underlying seems like a significantly better option than buying this. Is there something I am have failed to account for? 
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