$MSTR "The Thesis" Part 1 "Moat"

Appendix

MBS - Tom’s Computer [OUT NOW!] Listen now: #music #edm #MBS #crypto #vibes

Higher. 🟩👆

MOAT = Mother Of All Treasuries...

My thesis. 1. Disrupting 2. The clear winner Moat falls under category 2.

Let me clarify that I own MSTR and BTC. I believe their prices are undervalued and should have a multiple to their NAV. However, you’re comparing apples and oranges. The MAG has substantial annual cash flow from its operating business and significant upside potential compared to its market capitalization based on its products, such as AI and robotics. In contrast, MSTR will have no cash flow except from selling ATMs, and its growth is contingent on BTC’s price increase!

Where does AAPL store its treasury and net income from annual cash flows?

Legend

🔥🔥 Great times! I live in Warren Buffett land in Midwest. Can’t say enough of MOAT and early Berkshire Hodlers have made it big 💰 Biggest positions of mine still remains Bitcoin and MSTR. Any profits with this year plays go to MSTR😉

this is my quant

First they ignore you Then they laugh at you Then they fight you Then you win Keep doing what you do Jeff. There's only one direction this is going.