On The Margin
What People Get Wrong About Microstrategy’s Bitcoin Plan | Dylan LeClair
In this episode, Dylan LeClair joins the show to dis...
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Nov 4 2024 53m
Chapter 1 3 mins
IntroductionChapter 2 6 mins
MicroStrategy’s Bitcoin StrategyChapter 3 4 mins
Who Is Buying MicroStrategy?Chapter 4 1 min
How To Value MicroStrategyChapter 5 3 mins
FASB Regulation ChangeChapter 6 2 mins
MicroStrategy’s Dilution & NAV PremiumChapter 7 2 mins
MicroStrategy’s Convertible NotesChapter 8 2 mins
MicroStrategy’s $42 Billion Capital PlanChapter 9 3 mins
Why Is This Strategy Accretive to Shareholders?Chapter 10 1 min
AdvertisementsChapter 11 3 mins
Impact Of The Capital PlanChapter 12 7 mins
MicroStrategy RisksChapter 13 5 mins
Replicating MicroStrategy’s StrategyChapter 14 4 mins
Crypto Market Outlook