QB Episode 1: Can Microstrategy hit $10,000? $MSTR
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Description
1. Intro
2. (4:50) Valuing any equity / Nominal bias
3. (21:20) Structure of the financial markets (Passively Managed Index Funds)
4. (46:45) Net Asset Multiple Theory calculations - contemplating the range of outcomes based on analogous NAV & Game Theory on Bitcoin corporate adoption. Could any company catch $MSTR & impact on enterprise values?
Full Youtube link: https://youtu.be/I16llak_IS4?si=pZEyZHzFHEyzMe_N
X/Twitter Profiles: "RyQuant" & "PunterJeff"
More Episodes
00:00 Market Milestones and $MSTR Sentiment Analysis
05:06 PunterJeff profile sentiment analytics & what exuberance really looks like
10:52 A look ahead to future sentiment
16:00 What are Rational Evaluations?
20:10 Valuation in irrational markets (GME squeeze compared to MSTR)
23:55 Looking...
Published 10/12/24
Published 10/12/24
Quant Bros Episode 7.5 ⚡️ "THE $MSTR thesis & new era of Bitcoin as collateral"
Valuing & comparing top 20 equities
$MSTR Valuation thesis & framework
Bitcoin as collateral & Programmable money
Index Inclusion impact on MCap
Where we're going & future outlook
...
Published 10/07/24
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