2025 Q3 -tulosraportti
39 päivää sitten1 t 52 min
Tarjoustasot
Määrä
Osto
108
Myynti
Määrä
110
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
185,59VWAP
Alin
178VaihtoMäärä
1 087,8 8 499 688
VWAP
Ylin
185,59Alin
178VaihtoMäärä
1 087,8 8 499 688
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 3.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 30.10. | |
| 2025 Q2 -tulosraportti | 31.7. | |
| Vuosittainen yhtiökokous 2025 | 12.6. | |
| 2025 Q1 -tulosraportti | 1.5. | |
| 2024 Q4 -tulosraportti | 5.2. |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
5 min sitten5 min sittenMSTR bought over 10k more bitcoin worth almost a billion dollars. https://x.com/saylor/status/1998015666344054815
·9 t sittenProbably not much will happen before they decide if Strategy should sell Bitcoin or if they drop out of the index? I think there should be little risk that they will introduce rules on how much BTC can be on the balance sheet? There should be a lot of lobbyists lobbying for Bitcoin and crypto? Now almost everyone on Fed's board is for Crypto compared to how it was before Trump came to power? I'll hold for now...- 10 t sitten10 t sittenIf (consider this as a big IF) a) bitcoin price follows a power law, and b) the price moves in huge swings from one side or level of the model to another, as it has done many times in the past Then, we could by July 2026 have bitcoin at over $300k and MSTR around $1.400. Is this 100% sure? No. The huge upswing could also have a different timing, or not come at all. What have I done? Invested as much as possible, not using (too much) leverage, so that I can handle any volatility, but also benefit of any potential exaggerated upswing. Here is a video about this: https://x.com/ryansmethod/status/1997839135441387720
·3 t sitten · MuokattuThe biggest risk is their shareholder dilution. The more dilution that occurs, the less one as a shareholder will enjoy getting a piece of the pie if BTC were to rise. One should be aware of that. They have diluted shareholders by about 12 million shares in just the last two weeks. That is an insane amount! It would not surprise me if they continue, such that there might be dilution of over 100 million shares in the next two years. Then you can make your own adjustment to the numbers you expect.2 t sitten2 t sittenYes, the dilution is something to consider, but on the other hand with products like STRC and STRE and continuous innovation of new products they can accumulate more capital without dilution. There are risks in that as well, and to tackle that, I do think owning a lot more bitcoin than MSTR, like 90/10 or 80/20, or so, is the way to go. - 3 päivää sitten3 päivää sitten“95% of what Bitcoin does right now is relative to the power curve.” Some people seem to have a problem with my statements about bitcoin and MSTR. At the heart of what I’m saying is the fact that bitcoin follows a power law. If you wish to understand more of it, here’s one place to start: https://www.tftc.io/tftc-bitcoin-crash-power-curve-matthew-mezinskis/11 t sitten11 t sittenHere is one way to apply a power law to the bitcoin price. https://x.com/piussprenger/status/1997687263610749082 It is not 100% sure the model would hold, although the likelihood of the bitcoin price going below the price the model suggests is extremely low, and the time spent in such a price would most likely be short. Just an example of how one can think of the bitcoin price via a power law.
3 päivää sitten3 päivää sittenI haven't studied the details of the company, so could someone briefly summarize: if the company's value is mostly based on their btc holdings, why did the price diverge from btc around 2024, i.e, why it was trading at such high premium around 400? I first thought it as a leveraged btc, but the amount of leverage doesn't seem to explain it. Also, suppose you want to invest in leveraged bitcoin, the company's current WACC% is ridiculous 25% (if the data is correct), so would it not be more reasonable to just get a loan and buy btc directly for cheaper leverage? And finally, what is the game plane here, if say, btc drops further 25% and stays there for a year or two, how do they plan to finance the interest payments? They seem to hold around 5% of btc float (maybe even more, considering how much btc have been permanently lost), at what point would they be forced to liquidate? It appears there is a significant probability of runaway meltdown? What am I missing?·8 t sittenI don't think we'll reach a similar premium again, but now the stock is probably a bit too pressured ahead of any new regulations or index change.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q3 -tulosraportti
39 päivää sitten1 t 52 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 5 min sitten5 min sittenMSTR bought over 10k more bitcoin worth almost a billion dollars. https://x.com/saylor/status/1998015666344054815
- ·9 t sittenProbably not much will happen before they decide if Strategy should sell Bitcoin or if they drop out of the index? I think there should be little risk that they will introduce rules on how much BTC can be on the balance sheet? There should be a lot of lobbyists lobbying for Bitcoin and crypto? Now almost everyone on Fed's board is for Crypto compared to how it was before Trump came to power? I'll hold for now...
- 10 t sitten10 t sittenIf (consider this as a big IF) a) bitcoin price follows a power law, and b) the price moves in huge swings from one side or level of the model to another, as it has done many times in the past Then, we could by July 2026 have bitcoin at over $300k and MSTR around $1.400. Is this 100% sure? No. The huge upswing could also have a different timing, or not come at all. What have I done? Invested as much as possible, not using (too much) leverage, so that I can handle any volatility, but also benefit of any potential exaggerated upswing. Here is a video about this: https://x.com/ryansmethod/status/1997839135441387720·3 t sitten · MuokattuThe biggest risk is their shareholder dilution. The more dilution that occurs, the less one as a shareholder will enjoy getting a piece of the pie if BTC were to rise. One should be aware of that. They have diluted shareholders by about 12 million shares in just the last two weeks. That is an insane amount! It would not surprise me if they continue, such that there might be dilution of over 100 million shares in the next two years. Then you can make your own adjustment to the numbers you expect.2 t sitten2 t sittenYes, the dilution is something to consider, but on the other hand with products like STRC and STRE and continuous innovation of new products they can accumulate more capital without dilution. There are risks in that as well, and to tackle that, I do think owning a lot more bitcoin than MSTR, like 90/10 or 80/20, or so, is the way to go.
- 3 päivää sitten3 päivää sitten“95% of what Bitcoin does right now is relative to the power curve.” Some people seem to have a problem with my statements about bitcoin and MSTR. At the heart of what I’m saying is the fact that bitcoin follows a power law. If you wish to understand more of it, here’s one place to start: https://www.tftc.io/tftc-bitcoin-crash-power-curve-matthew-mezinskis/11 t sitten11 t sittenHere is one way to apply a power law to the bitcoin price. https://x.com/piussprenger/status/1997687263610749082 It is not 100% sure the model would hold, although the likelihood of the bitcoin price going below the price the model suggests is extremely low, and the time spent in such a price would most likely be short. Just an example of how one can think of the bitcoin price via a power law.
- 3 päivää sitten3 päivää sittenI haven't studied the details of the company, so could someone briefly summarize: if the company's value is mostly based on their btc holdings, why did the price diverge from btc around 2024, i.e, why it was trading at such high premium around 400? I first thought it as a leveraged btc, but the amount of leverage doesn't seem to explain it. Also, suppose you want to invest in leveraged bitcoin, the company's current WACC% is ridiculous 25% (if the data is correct), so would it not be more reasonable to just get a loan and buy btc directly for cheaper leverage? And finally, what is the game plane here, if say, btc drops further 25% and stays there for a year or two, how do they plan to finance the interest payments? They seem to hold around 5% of btc float (maybe even more, considering how much btc have been permanently lost), at what point would they be forced to liquidate? It appears there is a significant probability of runaway meltdown? What am I missing?·8 t sittenI don't think we'll reach a similar premium again, but now the stock is probably a bit too pressured ahead of any new regulations or index change.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
108
Myynti
Määrä
110
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
185,59VWAP
Alin
178VaihtoMäärä
1 087,8 8 499 688
VWAP
Ylin
185,59Alin
178VaihtoMäärä
1 087,8 8 499 688
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 3.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 30.10. | |
| 2025 Q2 -tulosraportti | 31.7. | |
| Vuosittainen yhtiökokous 2025 | 12.6. | |
| 2025 Q1 -tulosraportti | 1.5. | |
| 2024 Q4 -tulosraportti | 5.2. |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
39 päivää sitten1 t 52 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 3.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 30.10. | |
| 2025 Q2 -tulosraportti | 31.7. | |
| Vuosittainen yhtiökokous 2025 | 12.6. | |
| 2025 Q1 -tulosraportti | 1.5. | |
| 2024 Q4 -tulosraportti | 5.2. |
Datan lähde: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 5 min sitten5 min sittenMSTR bought over 10k more bitcoin worth almost a billion dollars. https://x.com/saylor/status/1998015666344054815
- ·9 t sittenProbably not much will happen before they decide if Strategy should sell Bitcoin or if they drop out of the index? I think there should be little risk that they will introduce rules on how much BTC can be on the balance sheet? There should be a lot of lobbyists lobbying for Bitcoin and crypto? Now almost everyone on Fed's board is for Crypto compared to how it was before Trump came to power? I'll hold for now...
- 10 t sitten10 t sittenIf (consider this as a big IF) a) bitcoin price follows a power law, and b) the price moves in huge swings from one side or level of the model to another, as it has done many times in the past Then, we could by July 2026 have bitcoin at over $300k and MSTR around $1.400. Is this 100% sure? No. The huge upswing could also have a different timing, or not come at all. What have I done? Invested as much as possible, not using (too much) leverage, so that I can handle any volatility, but also benefit of any potential exaggerated upswing. Here is a video about this: https://x.com/ryansmethod/status/1997839135441387720·3 t sitten · MuokattuThe biggest risk is their shareholder dilution. The more dilution that occurs, the less one as a shareholder will enjoy getting a piece of the pie if BTC were to rise. One should be aware of that. They have diluted shareholders by about 12 million shares in just the last two weeks. That is an insane amount! It would not surprise me if they continue, such that there might be dilution of over 100 million shares in the next two years. Then you can make your own adjustment to the numbers you expect.2 t sitten2 t sittenYes, the dilution is something to consider, but on the other hand with products like STRC and STRE and continuous innovation of new products they can accumulate more capital without dilution. There are risks in that as well, and to tackle that, I do think owning a lot more bitcoin than MSTR, like 90/10 or 80/20, or so, is the way to go.
- 3 päivää sitten3 päivää sitten“95% of what Bitcoin does right now is relative to the power curve.” Some people seem to have a problem with my statements about bitcoin and MSTR. At the heart of what I’m saying is the fact that bitcoin follows a power law. If you wish to understand more of it, here’s one place to start: https://www.tftc.io/tftc-bitcoin-crash-power-curve-matthew-mezinskis/11 t sitten11 t sittenHere is one way to apply a power law to the bitcoin price. https://x.com/piussprenger/status/1997687263610749082 It is not 100% sure the model would hold, although the likelihood of the bitcoin price going below the price the model suggests is extremely low, and the time spent in such a price would most likely be short. Just an example of how one can think of the bitcoin price via a power law.
- 3 päivää sitten3 päivää sittenI haven't studied the details of the company, so could someone briefly summarize: if the company's value is mostly based on their btc holdings, why did the price diverge from btc around 2024, i.e, why it was trading at such high premium around 400? I first thought it as a leveraged btc, but the amount of leverage doesn't seem to explain it. Also, suppose you want to invest in leveraged bitcoin, the company's current WACC% is ridiculous 25% (if the data is correct), so would it not be more reasonable to just get a loan and buy btc directly for cheaper leverage? And finally, what is the game plane here, if say, btc drops further 25% and stays there for a year or two, how do they plan to finance the interest payments? They seem to hold around 5% of btc float (maybe even more, considering how much btc have been permanently lost), at what point would they be forced to liquidate? It appears there is a significant probability of runaway meltdown? What am I missing?·8 t sittenI don't think we'll reach a similar premium again, but now the stock is probably a bit too pressured ahead of any new regulations or index change.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
108
Myynti
Määrä
110
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
185,59VWAP
Alin
178VaihtoMäärä
1 087,8 8 499 688
VWAP
Ylin
185,59Alin
178VaihtoMäärä
1 087,8 8 499 688
Välittäjätilasto
Dataa ei löytynyt