Michael Saylor

134 days ago

If Strategy slips or pukes, Smarter Web Collapses, here’s the maths on how Strategy shares could dive

Strategy (MSTR) is the big daddy of bitcoin in treasury companies and its success is seen, by believers, as proof that The Smarter Web Company (SWC) can go only one way. But even Strategy trades at less than 2 times NAV whereas the Smarter Web company, at 217.5p, trades at more than five times fully diluted NAV. So, if one accepts that Strategy is cheap, which I am not sure I do, then that does not make Smarter Web anything but expensive. But what if Strategy shares were to puke? Could that happen?

1658 days ago

Tom Winnifrith Bumper length Bearcast - is it because I am a Dirty Old Man?

Good news. We are now at £44,456.89 so almost at the £48,000 target. Please, if you are yet to donate do so today HERE. In the podcast I cover Sosandar (SOS), Amigo (AMGO), Online Blockchain (OBC), Telit (TCM), Argo Blockchain (ARB) and “guru” Michael Saylor, Bidstack (BIDS) and Colin Bird’s Tiger Royalties (TIR) which is a right old dog.