Thanks for such a thorough analysis, keep up the amazing work!
@InvestAnswers26 күн бұрын
Glad you enjoyed it! And by the way, thank you for making a comment I appreciate it. And yes, this was a lot of work.
@admusik9927 күн бұрын
Thanks, James. I bought 10 MSTR at $200 approx (pre-split) $20 dollars in todays money. Since the split, I now have 100, and they're trading around £250. That's over a 10x and I owe this to you. Thanks, man.
@patrickpalmer236127 күн бұрын
Imagine if you actually bought a worthwhile amount
@rdmon74627 күн бұрын
@@patrickpalmer2361rude, maybe that is a huge amount for some
@7eamGhast27 күн бұрын
@@patrickpalmer2361 good enough for the last 3 years, it’s better than doing nothing.
@chrisjonesmtg27 күн бұрын
@@patrickpalmer2361 We all have to start somewhere.
@londonspade589627 күн бұрын
@@patrickpalmer2361 That's obviously a worthwhile amount to him, don't put other people down
@FSBMystic27 күн бұрын
A moment of silence for the poor souls who didn't find this channel yet 😥
@InvestAnswers27 күн бұрын
😜
@therealwillcan27 күн бұрын
I decided in 2022 that my itty bitty tiny company would keep 20% of it's cash reserves in self custodied BTC. At the time that was 1 BTC. Still have it, thankfully have never had to sell any of it. The % has gone way up due to the price of BTC going up. Guess that makes me a Micro Saylor. LOL. So happy to have found this channel. Thanks James!
@InvestAnswers27 күн бұрын
so welcome
@Mktwiz9925 күн бұрын
I bought MSTR all because of you James and now my portfolio is almost half a million dollars, best KZbin show in the world! Simple easy and straightforward facts!
@SebJambou27 күн бұрын
James is among the GOATS
@hdcsp327 күн бұрын
Thus is the best breakdown of MSTR I've seen to date. Great work. I am irresponsibly long MSTR Thanks James. So grateful for you and the team.
@InvestAnswers27 күн бұрын
stay well, amigo
@matgiov26 күн бұрын
Thank you James, Got in early and continued to buy all because of you. Sitting on 6,150 shares. Purchasing another 1,750 soon…God Bless!
@InvestAnswers26 күн бұрын
Fantastic! Nice Bag
@swylie201027 күн бұрын
I came here for the Solana and Tesla. You convinced me on MSTR. Now I’m mostly MSTR and Solana .
@luffebassen27 күн бұрын
Do u own SOL Strategies then too`?
@your_uncle_telly27 күн бұрын
That's where my head is at now too. I have SOL, TSLA, BTC now MSTR is on the list. Have you given any thoughts on your buy in price?
@your_uncle_telly27 күн бұрын
I'm now at 25:21 in the video so I think I've answered my own question....buy as much as humanly possible up until 2027 at least 😁.
@K_Villain_27 күн бұрын
Sticking with TSLA BTC SOL and now MSTR🔥
@krzyczak27 күн бұрын
James you shouldn't be sorry for too heavy video. We love this stuff and that's why we watch you! I say, This is your best video this year!!! 🚀🚀
@johng121627 күн бұрын
Instead of adding to my btc stash, I thought I would buy $5,000 of MSTR at the split at $149 per share a few weeks ago, for a change, then went nah and bought $$5,000 of btc at $58,000. MSTR is now $250, btc is $73,000, I still don't know which is the best buy. But I'm keeping it simple buying the underlying assett and hodling. Love the show, but as a non financial type of guy, although at times the message is complicated, I love the way you get the message across. Best wishes for the future. John
@fair98fair27 күн бұрын
They both compliment each other imo. MSTR is a leveraged play. My split is 70/30 btc mstr
@mmar16126 күн бұрын
Though might not move as much BTC is the asset if a change goes through, who know what happens to MSTR vs btc too.
@j.michaelfinehomesllc8527 күн бұрын
Oooo been waiting for this one. I'm up 120% on MSTX ETF. And just bought MSTU 2x Microstrategy ETF.
@kevinpoi342427 күн бұрын
This is one of your best coverage on MicroStrategy. Thank you, James
@InvestAnswers27 күн бұрын
Glad you think so!
@InvestAnswers27 күн бұрын
Glad you think so!
@esseytw27 күн бұрын
Bought MSTR a few months ago and I am already up over 100% ! This is an interesting experiment! Oh and I have a shirt exactly like the one you are wearing 😂
@frankg886127 күн бұрын
I put kids investment portfolio 100% into mstr in the summer, already up over 100%
@philtoni79427 күн бұрын
You inspired me to buy MSTR sub $200 pre split as a BTC proxy. My best investment. Last night I watched the MSTR presentation and Saylor's last 20 mins were mind-blowing. Genius. THANK YOU 🇬🇧👍❤️
@tylerfrazier504325 күн бұрын
This should be the most watched video on KZbin.
@kryptopunk5519Күн бұрын
Most people don’t understand the extrem power behind MSTR.
@jules4444426 күн бұрын
Incredibly relevant for me! I just passed my financial licensing test today (92%!)... mid-life career change! 🎉
@davidbroom512527 күн бұрын
You’ve inspired me to start a podcast, James. I run a marketing agency in England, as well as other companies. As a Dad and Employer, I want those around me to benefit from what I’m learning and implement. Every single penny I make and don’t have to spend is invested into Bitcoin, Microstrategy, Tesla and a little in Cleanspark. My podcast will focus on risk taking. I have little to offer you but the chance to help those on my network to know more about you. If you can inspire them even half as much as you do me then we all win. Let me know if you’re open to it! Thanks for everything ❤
@7eamGhast27 күн бұрын
Channel name?
@Ultradubmarine27 күн бұрын
What’s the link. Typing from Margate!
@K1NGJJ00727 күн бұрын
I love MSTR videos. Thanks for your hard work as always !!! Proud to be part of this amazing community. I assume we dont sell MSTR and HODL it so long their thesis dont change?
@luffebassen27 күн бұрын
Good luck. Its gonna go down even more as BTC gets into the bear. If you want more "free" stock, then you gotta sell the top and try and get back in 2 years later at the lows.
@Novaknet25 күн бұрын
Time on the market beats timing the market
@TDRB197827 күн бұрын
Bought it late - September 2024, yet, I’m UP +90%. Will keep stacking, and most probably rotate my SOL into MSTR along the BULL! Thank you James
@InvestAnswers27 күн бұрын
Thanks for sharing!
@debview27 күн бұрын
Mstr - - Tsla for me
@debview27 күн бұрын
@@InvestAnswers also still becoming a wholecoiner better than larry fink or micheal saylor’s gigs.
@TDRB197827 күн бұрын
@@debview yes, TESLA and MSTR I’m on that path. TSLA got it 3 years ago, the bag keeps growing!! MSTR, I will follow the same strategy…BUY, DCA, ROTATE…
@Robin-is3ke11 күн бұрын
@@TDRB1978 what do you mean with rotate? Atm i'm only holding BTC and Tesla
@drg651226 күн бұрын
Thank you James. I made money on the shares that I am holding and just bought more today!!!
@lensip227 күн бұрын
The best businesses are the ones that are the most transparent. Great video.
@OhReallyQc25 күн бұрын
Oh well , finaly decided to get shares of MSTR. Portfolio will be BTC, SOL and MSTR :) Thanks to you James for sharing the informations , as always.
@doodlebug0527 күн бұрын
Thanks James and Team for getting the MSTR ARB update out so quickly!❤
@erwinmasusu434227 күн бұрын
Excellent! I will need to go through this once again to ensure I completely understand everything here.
@audioeye280327 күн бұрын
Me too. Usually do.
@InvestAnswers27 күн бұрын
Excellent!
@benyip79827 күн бұрын
Amazing. This is one of the many videos that worth rewatching over time!
@DTJL1248027 күн бұрын
You have to be sandbagging again James on MSTR, it’ll end up much higher in the next 3 years plus.
@InvestAnswers27 күн бұрын
i dont want ya coming back disappointed - rather enthused
@jeffmathiaslawoffice926927 күн бұрын
Will go to $1500-$2000 and split again in 2025 James estimates are ridiculous but his excitement is infectious
@luffebassen27 күн бұрын
@@jeffmathiaslawoffice9269 MSTR @ $500 means BTC is 150k and so you think BTC will go to 250-300k in order for MSTR to hit your numbers? lol Not gonna happen. Just BTC getting to 150k would be huge and then MSTR may overshoot and end between $500-1000 in a blowoff top. But higher then that is just wishful thinking.
@Anytimeanywhere44420 күн бұрын
@@jeffmathiaslawoffice9269highly highly doubt it goes back to 2k in 2 months. Or even 14 months. That just cannot and will not happen… it will perform well but still. 2 k in 2027 lets just hope for
@jexasIV27 күн бұрын
Spectacular review, loved it! Thanks for all you do with the research.
@InvestAnswers27 күн бұрын
Thanks for watching!
@PittwaterMowingAustralia27 күн бұрын
Thanks James and Team 👍⛵️🇦🇺
@kasmstamps189727 күн бұрын
Recurring theme for today - 42. 42 slides and nuggets. 42 billion. Answer to life, the universe and everything. MicroStrategy telling jokes in base 13. 🤫
@danielecklund567827 күн бұрын
Point of view gun.. lol
@kasmstamps189727 күн бұрын
42 weeks ago I decided to change investing tack. Didn't know what only "keep doing what you've done get what always got". Divested everything. In March found Invest Answers. Bought some Tesla. As proceeds came in bought things, made some mistakes (had ARKK for 6 weeks🤦). My bag is simplified with a disruption theme. TSLA, prop, BTC, SOL, PTLR, MSTR, HYGG, DCC, JUP. And now I need to wait a year and I hope to have 🤞 enough.
@sylversyrfer689427 күн бұрын
Great video! Question: why are companies willing to lend Microstrategy money at such low interest rates? Can’t they get better returns elsewhere?
@Canadaexplorer-c2y27 күн бұрын
No. For bonds, they are the best performing on the market.
@MadWaloo27 күн бұрын
The lenders don’t care about the interest rate. They will get 30% when the bonds convert.
@OptimusPrime.23 күн бұрын
I bought clean spark at the time rather than mstr as both were mean to be good. Not only am I down 50% roughly but I missed out on mstr gains. Sometimes it’s a matter of luck and this year I’ve had 0 luck even though I listen to you every day. Not sure how I can change this but I really want to improve.
@simontroniseck577227 күн бұрын
Can’t thank you enough James. Been following for 2 years and your incredible efforts and dedication to providing unmatched content to this channel has, without exaggeration, been genuinely life changing for me. There’s nobody else out there doing this as far as I can see, and you should be immensely proud of your work here. Thanks so much, you are hugely appreciated…
@freedomiseverything268227 күн бұрын
Great vid James thanks. So does that mean we are expecting MSTR to go down to 218 this year ie it is not a good investment until 2025? Sounds a stupid question but I was expecting it to be rising during the Bitcoin bull run ie at least to the end of the year.
@user-bg3tz1yn5j27 күн бұрын
I have the same question!
@ytacct693327 күн бұрын
Love it! Genius, Genius, Genius. Sometimes the simplest things in life are the most brilliant. I can speak for the majority that I feel under allocated. Thank you James and IA Team. The knowledge you provide and your insightful interpretation and modeling is 🤯 ❤
@MarcFun27 күн бұрын
Hey James, Thanks, would you invest in Tesla or MSTR right now ? NFA
@Papolucho70227 күн бұрын
Most likely Tesla for true investment purposes. Mstr is for speculation. That’s the way I look at it. I just did my first swap between the two. Not disappointed at all.
@BatmanBoss27 күн бұрын
Both 50/50!
@CogitoBcn27 күн бұрын
Mstr for the short term, next year I will sell half if it to buy more tsla.
@shingnosis27 күн бұрын
Always diversify
@HeyyyyMacarena24 күн бұрын
If I have 2 tesla and 2 DJT. Should I swap a tesla for MSTR? Or maybe add 1 MSTR when I have the spare change... thinking about it. Great video James very much appreciate your attention to detail and strategic mindset as always thanks buddy!
@ShawnWagner-sh8fi23 күн бұрын
I don't even know where the stock market is headed to right now. my portfolio of around 85k is not increasing more than 5% and people are predicting a crash.
@Bevfisher-ef3ky23 күн бұрын
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
@LUISCONSTRUCTIONs23 күн бұрын
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $200k to $850k.
@LUISCONSTRUCTIONs23 күн бұрын
My CFA is Karen Marie Gendron, a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
@nicojaar23 күн бұрын
Just ran an online search on her name and came across her website, pretty well educated. thank you for sharing.
@Ada-Hed27 күн бұрын
ABSOLUTELY AWESOME WORK!!! Love it. I'm glad you based it on Giovanni's Power law. Thank you for sharing!
@wgdade27 күн бұрын
Outstanding information. My Roth is up 1000% since I started investing in MSTR.
@lefthandedscrewdriver395427 күн бұрын
That was a cracking video James! One of the best yet; only 2nd to your "Retire On" videos . I think the next 5 years will be very interesting indeed
@abdulmubin726427 күн бұрын
Would be nice to get any updates on SOL ALTs. The likes of Nosana and Shadow currently at very nice prices!
@thatstheguy0727 күн бұрын
Missing out on MSTR has been a massive regret. Your model showing a dip next year makes me happy. I’ll be waiting.
@kc-me6wl26 күн бұрын
i saw that too but that seems to only be in his bear model..,
@thatstheguy0726 күн бұрын
@ ah, yes. Didn’t notice that lol.
@Rhardebeck6 күн бұрын
Excellent podcast. Waiting for the MSTR shorts to get burned 😂
@tracylee713127 күн бұрын
I wish I had found you earlier, but I’m very grateful to be here now for the best info/time ratio. Your points are spot on and the research is second to none!! Well done🙏🤙🇨🇦
@G60Jonny27 күн бұрын
Thanks James, top man! Glad your back is on the mend buddy 😊
@InvestAnswers27 күн бұрын
Thanks 👍
@elcatlanta27 күн бұрын
Thanks so much James for the detailed explanation.
@lorddrake241825 күн бұрын
This stream has truly set a new benchmark for excellence, and I feel privileged to have experienced it. James, your ability to elevate the conversation with such finesse and insight is unparalleled. You've not just raised the bar; you've redefined it. An absolute 10 out of 10, a masterclass
@ronanoc578826 күн бұрын
This is such valuable information, I spent years earning money from my business and losing so much in my pension getting ridiculous returns because I followed the traditional advice from the financial sector. None of my friends see this or are even that interested - to be fair they are “busy” worming or raising kids..... but it’s their future potential that’s at risk for not taking charge of their hard earned money. It’s really making me think a lot about how to advise my kids as they start their journey in life. Thanks James for the financial thinking liberation!
@jayc287827 күн бұрын
James, could you explain how MSTR is going to pay back the money that they loaned when they’re never going to sell BTC?
@alfalf2527 күн бұрын
I was wondering that myself and where do the $ come from to repay the interest on the borrowed funds? Never selling any btc🤔
@philmadude27 күн бұрын
So far the business generates enough cash flow to play the interest.
@ytacct693327 күн бұрын
@@jayc2878 Pay back with shares
@MrAbuyaka27 күн бұрын
Most of the debt is “convertible“ meaning it will convert into (be repaid in) new MSTR share creation. Interest rates are so low the loans can be serviced until maturity by cashflow generated from software business. Bitcoin never leaves the balance sheet. Loans get repaid in new stock shares. “Accretive dilution.” Hope that helps.
@manubruyninckx970527 күн бұрын
Yes, I would like to know that too. If they keep loaning money ... don't they eventually have to sell some Bitcoin to pay back the growing loans and interests
@eugene119727 күн бұрын
James, does your price prediction factor in future stock splits?
@StevenLoitz27 күн бұрын
I think one of your major assumptions is wrong. When MSTR issues convertible bonds, they are raising the capital up front and in return the shares are being given out at a set price determined at the date of issuance. The difference between the price of MSTR when the convertible bond holder converts the bonds to shares and the date of issuance is the bond bond holders profit. You cannot assume the shares being issued are diluting MSTR at the future expected price of $546. You would have to dilute them at the present value price at the date of issuance.
@StevenLoitz27 күн бұрын
As a note - that would change the dilution from issuing $21B of shares from 18% to roughly 42%.
@Barry_Fink27 күн бұрын
Glad to see you're on the mend James! First order of business this morning free up some cash for more MSTR shares 🚀
@doomsdaypreppersofsouthcar930125 күн бұрын
Thank you sir....watch every video...I'm up bonkers on Btc...TSL and MSTR Thanks to you
@deaconblue94927 күн бұрын
I'm really looking forward to seeing MSTR getting into QQQ later this year and various S&P index funds next year. A perpetual bid from all of those retirement funds on a regular basis should help offset some of the dilution and downside volatility.
@mrkzed70915 күн бұрын
I rewatched this today! I did buy my first mstr shortly after Halloween. Wild. Thank you James and team!
@seriousbutfunny227 күн бұрын
James. King of Kings. Yes, I think you are conservative in your predictions. MSTR may come back down to $500 ish in the next three years; but it will most likely reach that and blow pass it in this bull run. We shall see. Thanks for all that you do! Love the shirt BTW.
@Brian-Gigi27 күн бұрын
James, your the best! I listen to you everyday. Thank you!
@hollieboptv299627 күн бұрын
ahhhh james has taken up lumberjacking
@Milo-UK27 күн бұрын
If theres now a 33-40% chance of a perpetual bid, does that mean its worth considering keeping 33-40% of our bags during the bear market? (And layering out of the rest during the current bull run)
@countbrando977227 күн бұрын
Thank you James for your analysis. It gives me the confidence to stay with MSTR through any market turbulence that may come.
@Bitcoinstheway27 күн бұрын
This is the best channel on KZbin, love your work James and team, thank you
@mobs357627 күн бұрын
Thank you, Captain. The third video you created with the flannel shirt was genuinely unique and incredibly profound. I believe this will also be as impactful. Those who were not paying attention then please pay attention now! A $42 billion buy is crazy!! Thank you for everything you do ❤❤❤
@btclbrty305127 күн бұрын
Thank you for breaking down the MSTR strategy! Would you call it a micro or macro strategy?
@horsehappiness511527 күн бұрын
Hi James - appreciate you being on top of all the detail as always. What % decrease in your predictions would you allow if something happened to Saylor or is that already baked in?
@blueheart97824 күн бұрын
James, I didn't get the infinite money glitch, you say without dilution but MSTR will indeed dilute due to Warrants so am I missing something?
@perchristianwalle228626 күн бұрын
Hi James! How would you allocate if you would like to invest in Btc, Tesla and Mstr? Thanks for sharing your knowledge Mr. 😊
@Pepperdog_27 күн бұрын
One important aspect of achieving BTC yield through convertibles is that the conversion price is 30% or so ABOVE current share price.
@timihart27 күн бұрын
Thank you for this. I was wondering what the "Pre-determined price" was. This obviously limits the upside for Mircostrategy as the bond holder is getting those gains above the conversion price.
@andrewvaughn369027 күн бұрын
Such amazing info and analysis on this channel! Gonna rewatch this again and figure out my strategy
@Luke-xt8dg27 күн бұрын
Thank you very much James!!🎉🎉 and mods of course , missed live deu to holidays 🎉🎉
@seandonnolley784327 күн бұрын
THANKS Luke 💪 💯
@mre108127 күн бұрын
Awesome James and not too heavy at all. Thanks for your efforts in pulling this together..we all appreciate it!
@juandaniel.official25 күн бұрын
Thank you for this great video 😊🙌🏽 James
@bonesmalone7427 күн бұрын
Lumberjack James, chopping through the FUD for us ! Thanks man, reminiscing the debut of the shirt...everything you said surely went over my head back then..3 or so years later, I think I get about 80%, but I'm improving every day ! Not Financial Advice, just a genuine good guy, thanks again.
@beancounter261727 күн бұрын
Amazing info. Mstr is now my long term hold.
@FinancialDrumbeat27 күн бұрын
Hi James, curious what you think about Seeking Alpha's recent article suggesting that people are better off just buying BTC now, as opposed to MSTR? They're article is suggesting that MSTR will soon be unable to continue with their strategy to buy more BTC.
@shragerm27 күн бұрын
30-50% btc price growth. Suggest you price in risk before you conclude the premium is fine
@BlackNick10827 күн бұрын
James, you made that heavy-lifting fun. You are delightful, packing in all that knowledge per minute! Thank you as always
@Hahaha-bn1cq27 күн бұрын
Best show ever😊 Wondering if there is alternative to the power law model?
@InvestAnswers27 күн бұрын
my models but they are quite bullish
@Hahaha-bn1cq27 күн бұрын
@InvestAnswers Then this will be a Gift of a lifetime
@jeffzhang970526 күн бұрын
Hi James, thanks for your work! But wouldn’t MSTR dilution be significantly more than your projected 18%, since you only take into account the ATM raising, and MSTR will also issue a ton of convertible bonds?
@sgregoryuehling171727 күн бұрын
There's been selling in HODL this week which is healthy. Can you provide the current asset value so we can determine the multiple that it is trading at? Love your work!
@jonessparkman27 күн бұрын
Darn James, you just caused me to liquidate my portfolio outside of TSLA for MSTR, bravo 👏 😂
@cryptotime600526 күн бұрын
Hey James is sol strategies worth buying in your opinion?
@grizzlycreek961727 күн бұрын
All your hard work is much appreciated!
@GDM-p3e27 күн бұрын
"The answer to the ultimate question of life, the universe and everything is 42" - Michael Saylor must be a Hitch Hikers fan...nerd! :D
@soltrain933227 күн бұрын
Thanks James a lot of work on this one going to watch it twice 👍
@mambocowboy27 күн бұрын
New to the channel. Excellent content thanks!
@InvestAnswers27 күн бұрын
Thanks for the sub!
@helenheindel146827 күн бұрын
Looks like u r feeling better..as always u r a Beacon of light and Financial Hope🎉
@KB-wt1hm27 күн бұрын
Hey James, do you have a take on if supramicrocomputer will be able to rebound?
@indieguruge27 күн бұрын
Thank you James! Wishing you lots of good health!
@spiritofalaska27 күн бұрын
James you think Sol strategies will make a better ROI ? Neptune digital assets seem to want to do the same as Microstrategy
@NeonriverProductions26 күн бұрын
Nice flannel shirt James! Thanks for the data and charts, lots of good information!
@InvestAnswers26 күн бұрын
Glad you liked it!
@Beverlyyogi27 күн бұрын
Thank you for sharing all this research and data! So grateful for you James. I have learned so much from you since joining Patreon last yr. Plus your passion is contagious!
@InvestAnswers27 күн бұрын
You are very welcome
@skip-intros27 күн бұрын
Great show... At some stage, if we want to understand why BTCs price goes down unexpectedly, we have to be looking at what is happening on the sell side of each days BTC transactions. There's market maker and trader shenanigans going on here..
@luffebassen27 күн бұрын
Very strange. I have the bell turned on and yet your video are not showing up in my feed 🤔
@attepeltonen266126 күн бұрын
Thank you James 👍. I, too, think your estimates could very well turn out to be quite conservative, but we don't mind 😄.
@emiliomercuriali27 күн бұрын
Thanks James, so theoretically is never late to but Microstrategies?
@qjones508027 күн бұрын
Fantastic episode. Your data and information has changed my life. So grateful for your tireless work and dedication.
@InvestAnswers27 күн бұрын
Fantastic!
@TokyoBay-eg5os27 күн бұрын
Good video. Which of the power law trend lines did you use? The base level or fair value? Bitcoiner Checkmate has argued against the multiple factor. The fact that Blackrock can buy so much btc and it barely moves the price must be a factor to nullify it?
@srdjanstojadinovic359626 күн бұрын
Thanks James! You are the best👍
@InvestAnswers26 күн бұрын
You're the best!
@AlexOdalisca26 күн бұрын
Thank you very much James 😊, I love the content of the channel and have been watching it for months, I would like to humbly ask that you try to focus the slides so they can be readable, you have a lot of work and that would be important!...