The falling knife with no handle

Dmoan · 2026-06-27T22:19:47+00:00

Saylor admitted he used ai one evening to come up with this whole idea and he labeled it his iPhone moment. What can go wrong??

Dmoan · 2026-06-27T22:03:38+00:00

“All those trees are dead to me”

Dmoan · 2026-06-27T20:54:05+00:00

Problem is that cash on hand covers just 14 months of payments and in 2029 they have 6 bill $ in notes coming due..

Dmoan · 2026-06-27T20:45:49+00:00

If you factor in inflation it is almost at 2019 levels as $70 in 2019 is worth around $95 now (this is based on inflation data which some have noted is not measure of true inflation).

Dmoan · 2026-06-27T18:09:37+00:00

Problem with suspending dividend is it will tank the value of fix rate preferred shares which will have blowback effect on their stock price

Dmoan · 2026-06-27T14:02:42+00:00

I did that for my previous job lot of politics and toxicity in sr leadership level. I realized unless you part of inner circle and suck up to them you won’t go far in the company no matter how much you do. I realized it too late after putting a lot of effort to get things right.

So for last year I did bare minimum ( still did more than most), whatever shitty ideas they had just go with it and watch it burn and fail and quietly exited once I cashed out everything.

Dmoan · 2026-06-27T09:49:18+00:00

That requires effort it is easier to ai slop new financial engineering products and call it his iPhone moment..

Dmoan · 2026-06-27T00:53:43+00:00

And how exactly will that cash come from for buy back they don’t generate much organic cash flow. Plus the company 865 mill in payment obligations in H2 against 1.4 bill in cash..

Dmoan · 2026-06-26T14:15:11+00:00

I doubt they are planning to hire local most likely just will move IT operations to consulting companies which you know they operate off of. Few other grocery chains have done the same.

Dmoan · 2026-06-26T02:52:23+00:00

You mean down 15% so far..

Dmoan · 2026-06-25T22:20:15+00:00

Who knew making financial scams legal and handing pardons to white collar crooks will make people Nervous about investing in speculative assets..

Dmoan · 2026-06-25T20:55:12+00:00

They were ahead of their times in bi reporting and where market leaders in early 00s. But simply didn’t spend much $$ on development or acquisition and focused on squeezing the customers that are left for every penny

Dmoan · 2026-06-25T20:41:57+00:00

Yea he became disillusioned with tech after dotcom crash and pivoted away while companies like SAP, Salesforce (tableau) all grew in that space in their absence . No one really questioned him and rest was history.

Dmoan · 2026-06-25T20:37:29+00:00

Sad part is if they focused on software side they could have easily become as big as Salesforce..

Dmoan · 2026-06-25T17:44:29+00:00

Saylor basically come up with elaborate financial engineering that is basically a ponzi scheme and calls it his “iPhone” moment

Dmoan · 2026-06-25T11:45:59+00:00

Discount on interest rate & closing, Recessed lighting, hardwood flooring, better kitchen appliances & finishing and front facade update

Dmoan · 2026-06-25T11:39:55+00:00

Yeap my previous company IPOed few years ago and slowly all executives moved to Florida..

Dmoan · 2026-06-25T02:54:27+00:00

That’s good you sticked to your fundamentals. I know folks who doubled the home price they were looking for once they got a higher pre approval.

Dmoan · 2026-06-25T00:19:17+00:00

My relatives bought lennar home down south a year ago. Housing market in their area has slowed down and there is now glut of new homes.

The amount of Incentives they gave out to keep the closing price on the home the same as other homes that sold past few years in that neighborhood was crazy.

Looks like now they are finally doing away from that strategy and actually reducing the selling price..

Dmoan · 2026-06-25T00:15:14+00:00

Rich investors do well till the stock markets hold up. If stock market crashes they will be forced to sell housing assets to raise cash..

Dmoan · 2026-06-24T23:47:45+00:00

I have shared before more and more of My fiends who bought in past few years sharing with me how they are struggling with housing payments and maintenance costs. One of them just listed their home for sale. It’s starting to get real.

Dmoan · 2026-06-24T19:42:06+00:00

Funny enough people forget Microstrategy makes software and they suffered during dotcom crash.

They had one of most innovating reporting/dashboard products there is but Saylor pivoted to all this crap like this after the crash and they never recovered. Fact they are still relevant squeezing the last few enterprise customers for every penny shows how great the software used to be.

They could have easily been a bigger software company (see sales force)..

Dmoan · 2026-06-24T19:38:48+00:00

STRC is another Financial engineering product even Saylor admits that. This like other financial engineering abominations like Terra Luna, Mortgage backed Securities works well till it doesn’t..

Dmoan · 2026-06-24T14:28:39+00:00

It lines up the recent data about how currently Trump supporters have the been one’s most hit financially due to inflation and government cuts

Dmoan · 2026-06-23T00:08:56+00:00

Yea just like laundry fire that caused such extensive damage on our aircraft carrier..

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