MicroStrategy

“But the, but his, the underlying business that, you know, pays the interest expense on the debt only does four hundred million dollars a year in revenue, and it's, you know, high gross margin revenue.”

“He's really running their Bitcoin position, and he's created this massively levered long Bitcoin play. He's borrowing money at essentially zero. It's his returns are bananas right now.”

“Then I looked at micro strategies and that made no sense to me that they were trading at two, three, four times The book value of their Bitcoin. And I think that's not sustainable.”

“Financial strategy of taking out billions of dollars in loans and then trying to corner the market and be the largest shareholder of Bitcoin, which is antithetical to the concept of Bitcoin, somebody cornering the market, also taking out loans and something th…”