True North Podcast

"Rate My Stock / Risk of Credit"


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🧭 MSTR True North episode 43: This episode breaks down return of capital investing, credit ratings, risk underwriting, and structured yield products - framed around macro signals, mNAV, capital allocation, and long-term value. 🎛️ As of this recording, 10/29/25, Strategy's (MSTR) performance:

  • Open: $284.38
  • Close: $275.36
  • Volume: 10,184,060 Shares
  • mNAV: 1.35
  • Market Cap: $79.08B
  • U.S. Market Cap Ranking: 134
  • BTC: 640,808
  • SOCIAL MEDIA:

    • X: https://x.com/PunterJeff
    • X: https://x.com/BenWerkman
    • X: https://x.com/nithusezni
    • X: https://x.com/TimKotzman
    • X: https://x.com/Z06Z07
    • X: https://x.com/Adrian_R_Morris
    • X: https://x.com/RealTrollstein
    • X: https://x.com/MasonFoard
    • X: https://x.com/hillery_dan
    • X: https://x.com/JBerneburg
    • X: https://x.com/TheJesseMK
    • X: https://x.com/thebitcoingal
    • MSTR TRUE NORTH LINKS:
    • True North Website: https://www.mstrtruenorth.com
    • X: https://x.com/MSTRTrueNorth
    • đź›’ MERCH: https://thehodlshop.com/collections/t...
    • Youtube: @MSTRTrueNorth
    • MSTR Links:
    • https://www.mstr-tracker.com
    • https://saylortracker.com/
    • https://robinhood.com/us/en/stocks/MSTR/
    • https://www.strategy.com/
    • Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.
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