Strategy announces pricing of its Stretch Perpetual Preferred Stock ($STRC) Offering and upsizes the deal from $500 Million to $2.521 Billion. $MSTR https://t.co/UhHyuAoQym ...

Group 1 - The core viewpoint of the article highlights the significant increase in the issuance scale of the new preferred stock "Stretch" by MicroStrategy (MSTR.US) from an initial plan of $500 million to $2.8 billion, reflecting the growing interest in the cryptocurrency market [1] - The "Stretch" preferred stock offers investors an annual dividend of up to 9% with no maturity date, which is rare in the preferred stock issuance space [1] - MicroStrategy has accumulated approximately 600,000 bitcoins, valued at around $70 billion, showcasing its strategy of raising capital to acquire more bitcoins [1][2] Group 2 - The "Stretch" preferred stock has a higher repayment priority than common stock and other series of preferred stocks but is subordinate to convertible bonds [2] - Unlike previous products, "Stretch" allows the company to dynamically adjust dividends based on stock price fluctuations, aiming to stabilize the stock price around a $100 benchmark [2] - The issuance was priced at a discount of $90 per share, reflecting the market's speculative enthusiasm despite the complex capital structure of the company [2]

🔥 UPDATE: Michael Saylor's Strategy increased its preferred stock offering to $2.8B from $2B to buy more Bitcoin for its treasury, per Bloomberg. https://t.co/DyOAKgWnYf ...

According to Bloomberg, MicroStrategy has increased its latest Series A perpetual preferred stock offering “Stretch” from $500 million to $2 billion, pricing 5 million shares at $90 each. The proceeds will be used for purposes including Bitcoin acquisitions. The company currently holds 607,770 BTC, valued at approximately $72.4 billion. https://t.co/giWiJ5KX6Y ...

MICROSTRATEGY IS RAISING $2 BILLION TO BUY MORE BITCOINSAYLOR WILL BUY BITCOIN FOREVER ...

💥BREAKING:MICROSTRATEGY PLANS TO RAISE ANOTHER $2B FOR BITCOIN PURCHASES.MEGA PUMP INCOMING! 🚀 https://t.co/UjHgaKSqRg ...

BREAKING: Michael Saylor's STRATEGY plans to raise $2B for Bitcoin purchases, upsizing from $500M. https://t.co/E5q9UggoCq ...

RT Ryan Watkins (@RyanWatkins_)Microstrategy clones buying up locked token supplies from paper-handed funds is one of the best case scenarios for altcoin market structure.Cleans up supply overhangs, pumps liquidity in the market, and accumulates tokens to a permanent capital vehicle. ...

In the latest close session, MicroStrategy (MSTR) was down 3.22% at $412.67. The stock's performance was behind the S&P 500's daily gain of 0.78%. Elsewhere, the Dow saw an upswing of 1.14%, while the tech-heavy Nasdaq appreciated by 0.61%. Coming into today, shares of the business software company had gained 13.1% in the past month. In that same time, the Computer and Technology sector gained 8.76%, while the S&P 500 gained 5.88%. Investors will be eagerly watching for the performance of MicroStrategy in i ...

Investment Strategy - The company focuses on spotting high-potential winners before they break out, emphasizing asymmetric opportunities with an upside potential of 2-3 times outweighing the downside risk [1] - The investment methodology includes identifying high-conviction opportunities through leadership and management analysis, market disruption and competitive positioning, financial health and risk management, valuation, and portfolio construction [1] Leadership & Management Analysis - Proven track record in scaling businesses is essential, along with smart capital allocation and insider ownership [1] - Consistent revenue growth and credible guidance are critical factors for evaluation [1] Market Disruption & Competitive Positioning - A strong technology moat and first-mover advantage are key competitive advantages [1] - Network effects that drive exponential growth and market penetration in high-growth industries are prioritized [1] Financial Health & Risk Management - Sustainable revenue growth with efficient cash flow is a focus area [1] - Maintaining a strong balance sheet and long-term survival runway is crucial, along with avoiding excessive dilution and financial weakness [1] Valuation & Asymmetric Risk/Reward - Revenue multiples compared to peers and DCF modeling are used for valuation [1] - Institutional backing and market sentiment analysis are considered to ensure downside protection with significant upside potential [1] Portfolio Construction & Risk Control - Core positions (50-70%) are allocated to high-confidence, stable plays [1] - Growth bets (20-40%) are high-risk, high-reward opportunities, while speculative investments (5-10%) are aimed at moonshot disruptors with massive potential [1]