Dr. Julian Hosp|11月 13, 2025 22:41
MSTR mNAV dropping fast.
Basic (if payouts happened right now): already 5% under 1 at 0.95
Diluted (in case of liquidation): getting close to sub 1 at 1.06.
This will get worse and worse. My calculation bring basic mNAV to around 0.2.
Tick Tock! (Dr. Julian Hosp)
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