BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Valuing MicroStrategy: Bitcoin's Influence
This chapter explores the valuation of MicroStrategy in the context of its Bitcoin reserves, debating the premium associated with its shares. The discussion highlights analysis strategies, including Market Net Asset Value (MNAV), while comparing MicroStrategy’s investment potential against direct Bitcoin purchases. Additionally, it addresses the complexities of corporate structures and the implications of leverage in cryptocurrency investments.
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