No one knows what Microstrategy does as business is an idiotic thing to say. Saylor literally spends all his time explaining what he's doing to every person who will listen.
"No one knows what they do as a business" ...that is absurd. Do your research. What Michael Saylor did for Dupont is legendary and it propelled him into business assisting other businesses to be more successful and more profitable. The clients who pay MicroStrategy (and its 2,000 employees) $500 million a year have known exactly what MicroStrategy does for 30+ years, decades before Saylor ever touched Bitcoin.
Microstrategy makes business analytics software. I know, and worked for, huge companies that use it. You have to be tech savvy to know this. The most expensive thing you own is a closed mind.
saylor earned 7B in "yield", on an 90B market cap - you can think of it as having a PE of 12. insanely cheap... if you consider buying bitcoin as earnings.
Micro Strategy buys bitcoin and also sells a type of bond that is based on the bitcoin they hold. So they just don't buy and hold bitcoin. They basically created a new bond market that you can actually make money from. Especially for big corporations that cant directly by bitcoin.
Phil keeps saying no one know was MSTR does besides buy bitcoin. That’s like saying no one knows what the movie theater does other than play movies??? Bro they’re a software enterprise company that’s been doing business enterprise analytics for like 30 years. Micheal Saylor has only said it in every podcast and interview he’s done…come on bro catch up
Watch the PBD Podcast most recent interview with Michael Saylor. He explains it much better what they do with the type of bonds they offer based on the bitcoin they hold.
MSTR stock is being bought in many countries because they don't have ETF like the US.Just like BTC is a global asset,MSTR is being accessible in many countries.proven to be better btc minores.
Saylor did NOT claim that Buffett would buy Bitcoin. Instead, he suggested that Buffett might acknowledge Charlie Munger's agreement with Saylor’s stance on Bitcoin
Once upon a time Berkshire Hathaway ran clothing mills in New England. Warren Buffett took it over, began diversifying and within several years was essentially a holding economy as it closed down the mills.
Great convo, but no, schools are NOT just there to help ppl find an answer (yes history, geography etc), they are also there to teach how to reason and think (science, math etc).
You can tell that Phil is not orange pilled yet, he still believes Bitcoin can’t go magnitudes higher. Bitcoin used to be $10, if you told someone it was going to $90k back then they would think you were crazy. Pomp sees the possibilities. 🎉
Please let me solve all the issues of understanding what's going on. First there was the microchip and then there was Apple. Please apply this to the video and now you have your answer. Not financial advice
Saylor knows the end game...when the supply drys up...demand will be like the last seat on the last life boat on the Titanic. He's a one man band trying to make that happen.
I think he is trying to say that he doesn’t think the software company will necessarily continue to generate free cash flow forever. Once that stops how do they buy more bitcoin ?
Why do people buy gold mining companies. Only concern is diluted shares. You need capital to buy BTC and the expense ratio is greater than an ETF. yachts cost money. Selling stock at overvalued amounts is his leverage. $500 per share while your BTC$ per share is $160.
Been accumulating MSTR for six weeks
Up 85% right now
Unbelievable
MSTU is a 2x long on MSTR if you want a little more spice
6-7months of chop and I got bored and fomo'ed in w all my fbtc at 125.....4x in 12 weeks
hope that isn't your real name, don't dox yourself.
just rename company name to BitcoinStrategy 🎉
Facts
BS….😅nah
I suggested MacroStrategy. A big picture company.
I like that.
Satoshi Strategy
Pomp is so patient. The interviewer has not researched MSTR much.
I think MSTR will become a bank
Will be lending it to get yield
it's a digital gold bank 😂
Bitcoin Citadel
No one knows what Microstrategy does as business is an idiotic thing to say. Saylor literally spends all his time explaining what he's doing to every person who will
listen.
"No one knows what they do as a business" ...that is absurd. Do your research. What Michael Saylor did for Dupont is legendary and it propelled him into business assisting other businesses to be more successful and more profitable. The clients who pay MicroStrategy (and its 2,000 employees) $500 million a year have known exactly what MicroStrategy does for 30+ years, decades before Saylor ever touched Bitcoin.
There is a difference between people not knowing what MSTR does vs people being too lazy to find out what MSTR does!
😅 true
Microstrategy makes business analytics software. I know, and worked for, huge companies that use it. You have to be tech savvy to know this. The most expensive thing you own is a closed mind.
these shows are becoming really really good. alot of wisdom in here... keep em up
Great discussion. Awesome Pomp!
Hi😊thank you both for a very informative video ❤❤❤let's go MSTR & Bitcoin 🚀 🚀 🚀
I think it's time to go full-time orange tie Pomp. You've earned it.
😂
I Hit 250k today. Appreciate you for all the knowledge and nuggets you had thrown my way over the last months. Started with 24k in July 2024
saylor earned 7B in "yield", on an 90B market cap - you can think of it as having a PE of 12. insanely cheap... if you consider buying bitcoin as earnings.
@8:42 - Because many of us have Pension funds that cant get exposure to Bitcoin in any other way then to buy MSTR.
Micro Strategy buys bitcoin and also sells a type of bond that is based on the bitcoin they hold. So they just don't buy and hold bitcoin. They basically created a new bond market that you can actually make money from. Especially for big corporations that cant directly by bitcoin.
@4:50 Excuse me Ser! - But its up 618% YTD
🤔 650%
Mr. Pompliano you state that Saylor is diluting Mstr while the stock price increases. Can you explain how he dilutes his stock? Thank you.
MSTR can be held in non-taxable retirement accounts such as a Roth IRA. It is a great way to hold bitcoin, thru proxy, in your retirement account.
Phil keeps saying no one know was MSTR does besides buy bitcoin.
That’s like saying no one knows what the movie theater does other than play movies???
Bro they’re a software enterprise company that’s been doing business enterprise analytics for like 30 years. Micheal Saylor has only said it in every podcast and interview he’s done…come on bro catch up
Thank you POMP
I bought MSTR from 2023... I am up 700%.
This interview has me pumped for Bitcoin and the Bitcoin space.
Keep em coming ! Last nights video was awesome as well, *Roasts a 3Yr old*
Got in at $222. I’m holding because it’s to expensive to buy more right now
You tell em Pomp! Bitcoin is for everyone.
Watch the PBD Podcast most recent interview with Michael Saylor. He explains it much better what they do with the type of bonds they offer based on the bitcoin they hold.
Done watching until you get a new tie
and socks.
New news is Old news happening to New people
~MM
Go Pomp 🎉. Thanks for relentlessly chasing every BTC story and strategy- exciting times!
Wow, such an insightful discussion. I'm happy to be a subscriber and watching all your past and future videos!
this sh--t is crazy! thank god for merrill lynch whom doesn't allow bitcoin purchases so i bought mstr!
MSTR stock is being bought in many countries because they don't have ETF like the US.Just like BTC is a global asset,MSTR is being accessible in many countries.proven to be better btc minores.
No one KNEW what they did as a business UNTIL the earnings call on Oct 30.
That's not true
The guy you’re talking too is a little slow 😂
Bro investing beats cat lady investing everyday
"MSTR has created a new table at the casino".
Great quote.
Saylor did NOT claim that Buffett would buy Bitcoin. Instead, he suggested that Buffett might acknowledge Charlie Munger's agreement with Saylor’s stance on Bitcoin
LETS GOOOOO!
Perfectly explained, thank you 🙏
Once upon a time Berkshire Hathaway ran clothing mills in New England. Warren Buffett took it over, began diversifying and within several years was essentially a holding economy as it closed down the mills.
“joke move faster” damn! thats got to hurt 😂
The guy asking the questions sounds like the CEO of Robinhood Vlad Tenev
98k today done
MSTR is up 640% ytd. NOT 500% And don't forget that!
If BRK did this game over . But Warren would never
Great convo, but no, schools are NOT just there to help ppl find an answer (yes history, geography etc), they are also there to teach how to reason and think (science, math etc).
BANG BANG POMP !
Yo! pomp, where's my BAM BAM? I like it better when you say it during the intro
You can tell that Phil is not orange pilled yet, he still believes Bitcoin can’t go magnitudes higher. Bitcoin used to be $10, if you told someone it was going to $90k back then they would think you were crazy. Pomp sees the possibilities. 🎉
I see a massive supply shock to the upside soon
Bang, bang, Please, please get yourself a new suit & tie. C'mon Pomp, you can afford it
Pomp always trying to pump his defi tech bags 😂
Please let me solve all the issues of understanding what's going on. First there was the microchip and then there was Apple. Please apply this to the video and now you have your answer. Not financial advice
Mstr just prints $$ enough said.....
Interviewer is a “bro” who needs to spend some time on understanding what MSTR is doing. He sounds clueless like the Wall Street bets Reddit crowd.
Wait. how is MSTR diluting share holders??? I didn't see them issue anymore shares or put any shares for a private placement.
it happens in a few years with convertable bonds when convert and it happen atm as well
Lol you dont understand convertible bond
BTC/MSTR is the new 70/30
Peter Schiff on his podcast last night had an entire episode how the MSTR play will backfire 😅
He's a hater and biased. Been saying Bitcoin is trash since it was 6k a coin.
MSTR is winning! ….
Coinbase is underperforming, they would be wise to buy bitcoin.
Saylor knows the end game...when the supply drys up...demand will be like the last seat on the last life boat on the Titanic. He's a one man band trying to make that happen.
I love you pomp ! Bu I believe you dont fully grasp how dillutive his strategy is
How do you see MARA comparing to MSTR as far as the amounts held to share price
MARA management is failing to help shareholders. Maybe eventually but in the meantime MSTR is the faster horse and more accretive to shareholders
How is the Bitcoin price so cheap when micro strategies is buying billions every week?
I hope your right. My position is set in concrete.
2.85 multiple is what the leverage seems to be against btc value. Seems reasonable compared to fang multiples
I think he is trying to say that he doesn’t think the software company will necessarily continue to generate free cash flow forever. Once that stops how do they buy more bitcoin ?
Buffett will eventually come in. Like he did with Apple(he was against tech, remember?).
Before we print $250B for BTC, how about we print what social security owes people first, scuttle the program, and then print to buy BTC.
Why do people buy gold mining companies. Only concern is diluted shares. You need capital to buy BTC and the expense ratio is greater than an ETF. yachts cost money. Selling stock at overvalued amounts is his leverage. $500 per share while your BTC$ per share is $160.
Thoughts on $COIN?
Full self-driving cars will prove elusive for some time to come.
Using the word insane is in and of itself INSANE….how about a little creativity and say Saylors strategy is BRILLIANT
The lady with the quote. Sounds just like a trading platform. You know Citadel cough cough
I want self driving cars with combustion/hybrid engines.
Love the points on how micro strategy operates and the immense opportunity that is robotaxi
Is MicroStrategy’s stock surge a sign that Bitcoin really is the future of corporate finance, or just a bubble waiting to burst? 💥
You need an orange tie.
Awesome Pomp!
MSTR has huge fat premium
Pomp, love your stuff but let the other man speak!
Great discussion. I like your objectivity and data driven thinking.
MSTU for 2X
Bitcoin Treasury ??, what !!!
wen NVDA buy btc
How will MSTR payback the billions of debt if their base company is cash flow negative?
POMPCAST!
This is the most insane thing I’ve ever heard lol
MSTU up 900% 🔥
❤
Smoot-Hawley Act
Just found your channel guy fantastic video man
You are very eloquent in how you explains things
Microstrategy does software
I think Tony will have a call from the white house.
Hello
Excellent
Dude said in the macro nothing has happened😂 like if WW3 isnt around the corner
😂 seems like TradFi won’t understand MSTR until BTC is over 150k+
Pomp call out the Chartist! Technical analysis does not apply during a BTC BULL RUN