QB Episode 1: Can Microstrategy hit $10,000? $MSTR

1. Intro

2. (4:50) Valuing any equity / Nominal bias

3. (21:20) Structure of the financial markets (Passively Managed Index Funds)

4. (46:45) Net Asset Multiple Theory calculations - contemplating the range of outcomes based on analogous NAV & Game Theory on Bitcoin corporate adoption. Could any company catch $MSTR & impact on enterprise values? 

 

Full Youtube link: https://youtu.be/I16llak_IS4?si=pZEyZHzFHEyzMe_N

 

X/Twitter Profiles: "RyQuant" & "PunterJeff"