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Kandungan disediakan oleh Stig Brodersen and The Investor's Podcast Network. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stig Brodersen and The Investor's Podcast Network atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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BTC217: MicroStrategy 2025 w/ Jeff Walton (Bitcoin Podcast)

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Manage episode 461178537 series 1394353
Kandungan disediakan oleh Stig Brodersen and The Investor's Podcast Network. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stig Brodersen and The Investor's Podcast Network atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Join us as Jeff Walton unpacks MicroStrategy's innovative financial strategies, including leveraging Bitcoin volatility, issuing convertible bonds, and building a balance sheet of permanent capital. We dive into valuations, ETF dynamics, accretive dilution, and what it means to be the "bank of the future."

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:49 - What "capturing the spread" means in MicroStrategy's strategy.

02:32 - The difference between issuing convertible notes and common stock.

06:26 - An explanation of accretive dilution and its role in corporate strategy.

09:44 - How MicroStrategy's Bitcoin holdings position it as a "bank of the future."

20:52 - Insights into constructing a leveraged balance sheet with permanent capital.

23:04 - Why MicroStrategy issued two consecutive convertible bonds.

28:49 - How Michael Saylor's "Bitcoin nuclear reactor" concept reshapes volatility.

39:47 - The impact of entering the NASDAQ and index weighting on stock performance.

48:33 - Metrics to consider when starting a position in MicroStrategy or Bitcoin.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES


NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

1014 episod

Artwork
iconKongsi
 
Manage episode 461178537 series 1394353
Kandungan disediakan oleh Stig Brodersen and The Investor's Podcast Network. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stig Brodersen and The Investor's Podcast Network atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Join us as Jeff Walton unpacks MicroStrategy's innovative financial strategies, including leveraging Bitcoin volatility, issuing convertible bonds, and building a balance sheet of permanent capital. We dive into valuations, ETF dynamics, accretive dilution, and what it means to be the "bank of the future."

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:49 - What "capturing the spread" means in MicroStrategy's strategy.

02:32 - The difference between issuing convertible notes and common stock.

06:26 - An explanation of accretive dilution and its role in corporate strategy.

09:44 - How MicroStrategy's Bitcoin holdings position it as a "bank of the future."

20:52 - Insights into constructing a leveraged balance sheet with permanent capital.

23:04 - Why MicroStrategy issued two consecutive convertible bonds.

28:49 - How Michael Saylor's "Bitcoin nuclear reactor" concept reshapes volatility.

39:47 - The impact of entering the NASDAQ and index weighting on stock performance.

48:33 - Metrics to consider when starting a position in MicroStrategy or Bitcoin.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES


NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

1014 episod

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