Strategy Inc (MSTR): A Bull Case Theory

We came across a bullish thesis on Strategy Inc on Stock Invader’s Substack. In this article, we will summarize the bulls’ thesis on MSTR. Strategy Inc's share was trading at $129.50 as of February 27th. MicroStrategy (MSTR) is positioned as a leveraged proxy for Bitcoin ownership, built around an aggressive strategy of accumulating BTC through capital markets activity, particularly convertible debt issuance and structured financial products. Despite criticism labeling the model as a “Ponzi,” the core me ...