MicroStrategy

A Response to Kerrisdale's MicroStrategy Thesis

Apr 4, 2024 •

At 2.6x, MicroStrategy’s equity premium is exceptionally high. Since the beginning of 2021, the premium has been 2.0x or below on 94% of trading days…

Apr 1, 2024 •

Zack Morris

How Bitcoin Eats The Equity Market (via MicroStrategy)

This might turn out to be the most important post I’ll ever write. The ideas that … MicroStrategy is executing a speculative attack on fiat money by…

Mar 3, 2024 •

Zack Morris

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