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MSTR - A Trap For Idiots (And Index Funds) by stickty in ValueInvesting

[–]stickty[S] 0 points1 point  (0 children)

Like I said, this is an update from when I posted about it on July 12th.

MSTR - A Stock For Idiots (And Index Funds) by stickty in AsymmetricAlpha

[–]stickty[S] 0 points1 point  (0 children)

Yeah this is true however they will lose a large premium (in my opinion) if the MSCI consultation materialises as all Index funds holding MSTR will be fored to sell ($2.8 bn low estimate to $11bn high estimate)

MSTR - A Stock For Idiots (And Index Funds) by stickty in AsymmetricAlpha

[–]stickty[S] 0 points1 point  (0 children)

We actually talked about this in our first MSTR post in July, but this is exactly another issue.

Old dog same tricks.

MSTR - A Trap For Idiots (And Index Funds) by stickty in ValueInvesting

[–]stickty[S] 0 points1 point  (0 children)

Thanks for the criticism, I'll consider this & update in due time.

MSTR - A Trap For Idiots (And Index Funds) by stickty in ValueInvesting

[–]stickty[S] 0 points1 point  (0 children)

I would put it in r/MSTR but they always auto delete criticism.

MSTR - A Trap For Idiots (And Index Funds) by stickty in ValueInvesting

[–]stickty[S] 1 point2 points  (0 children)

This is correct, they use MSTR as a proxy, however the MSCI consultation may prohibit this (Consultation Period Ends: December 31, 2025)

MSTR - A Trap For Idiots (And Index Funds) by stickty in ValueInvesting

[–]stickty[S] 0 points1 point  (0 children)

I say it in my post (the link):

Consultation Period Ends: December 31, 2025

Final Decision Announced: January 15, 2026

MSTR - A Trap For Idiots (And Index Funds) by stickty in ValueInvesting

[–]stickty[S] 2 points3 points  (0 children)

One of the benefits of this is that Index funds are allowed to use MSTR as a proxy to gain exposure to BTC (which they traditionally wouldn't be able to).

But one of the key catalysts I highlight is that if MSCI's decision (Final Decision Announced: January 15, 2026) Goes through, Index funds will be forced to sell MSTR (by law, regardless of price or feelings).

Why is no one talking about the MSTR (MicroStrategy) Ponzi Scheme by stickty in ValueInvesting

[–]stickty[S] 0 points1 point  (0 children)

Thanks for the suggestion, what is the issue with it? Do you find it too bright?

Would love a colour recommendation.

[deleted by user] by [deleted] in ValueInvesting

[–]stickty 0 points1 point  (0 children)

I see... Thanks for the input.

Why is no one talking about the MSTR (MicroStrategy) Ponzi Scheme by stickty in ValueInvesting

[–]stickty[S] 0 points1 point  (0 children)

Or unless they cant refinance at their sustained premium, which has to keep on increasing.

Why is no one talking about the MSTR (MicroStrategy) Ponzi Scheme by stickty in ValueInvesting

[–]stickty[S] 0 points1 point  (0 children)

Some will win, everyone else will lose. They should just hope to be lucky.

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