$MSTR is down 68% from its ATH. Not putting this name on your watchlist is literally saying no to money.

Social media will keep screaming about bankruptcy while not understanding its debt structure.

The reality is that.

• Trades below 1x NAV

• No notes mature until 2028

• Conversion price for the nearest debt is $183

The noise will stay loud. But anyone who spends more than 5min studying this name will see it has the potential to outperform x.com/search?src=cashta… in returns, sooner rather than later. It isn’t time yet.

But again, not putting it on our watchlist is like aying no to money.