🧭 MSTR True North episode 11: Discover insights on MicroStrategy’s leverage strategy, Bitcoin accumulation, market catalysts, QQQ index inclusion, and fair value accounting. Learn about upcoming events, capital plans, and debunking misconceptions, all with a focus on long-term investment growth.🎛️ As of this recording, 12/18/24, MicroStrategy's (MSTR) performance:* Open: $386.00* Close: 349.64* Volume: 24,244,600 shares* mNAV: 1.94* Market Cap: $85.19B* S&P 500 Rank: 112* BTC: 439,000⏱️ TIMESTAMPS & INSIGHTS:* 00:00 - Introduction: Overview of MicroStrategy True North and its goals.* 04:21 - "Irresponsibly Long" Explained: Long-term investment mindset.* 09:01 - QQQ Index Inclusion: Implications for MicroStrategy and Bitcoin.* 11:31 - Upcoming Catalysts: Key events and financial developments.* 13:21 - Fair Value Accounting: Bitcoin adoption by corporations.* 18:40 - Valuation Metrics: Understanding market perception of MSTR.* 23:35 - Key Metrics: Bitcoin yield as a core KPI for MicroStrategy.* 27:43 - Bitcoin Strategy: Accumulation and share value expansion.* 34:35 - Yearly Returns: Zooming out for a bigger picture.* 37:42 - Bitcoin Holdings: Q4 leverage ratio and growth insights.* 42:04 - Capital Planning: Strategic moves toward S&P inclusion.* 46:17 - Bullish Catalysts: SAB121 reapproval and political shifts.* 49:41 - Leverage Myths: Addressing misconceptions on MSTR’s strategy.* 53:21 - Future Funding: Vision for a 2025 capital plan.* 55:32 - Stock Splits: Analysis of past splits and potential future moves.* 57:56 - Ponzi Scheme Narrative: Debunking critics’ arguments.* 59:21 - Convertible Debt: Exploring structured Bitcoin products.* 01:05:04 - Preferred Stock: Risk-return profiles for investors.* 01:15:40 - Risk Management: Lessons from option trading.* 01:23:36 - Asset Updates: Current NAV and Bitcoin multiplier effects.* 01:34:27 - Corporate Treasuries: Insurance companies and Bitcoin bonds.* 01:41:38 - Bitcoin-Backed Bonds: Evolution of credit and financial strategies.* 01:50:07 - Semler Scientific's Options Entry: Followers evolving their Bitcoin strategies.* 01:56:00 - Tax Relief: Corporate alternative minimum tax explained.* 02:02:39 - Critics’ Arguments: Counterpoints to bearish views.* 02:11:38 - Cost of Capital: Future benefits for MicroStrategy.SOCIAL MEDIA:* X: https://x.com/PunterJeff* X: https://x.com/Z06Z07* X: https://x.com/BenWerkman* X: https://x.com/TimKotzman* X: https://x.com/nithusezni* X: https://x.com/Adrian_R_MorrisMSTR TRUE NORTH LINKS:* X: https://x.com/MSTRTrueNorth* 🛒 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/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 inves