Strategy Inc (MSTR): A Bull Case Theory 

We came across a bullish thesis on Strategy Inc on Stock Invader’s Substack. In this article, we will summarize the bulls’ thesis on MSTR. Strategy Inc’s share was trading at $129.50 as of February 27th.

MicroStrategy (MSTR) is positioned as a leveraged proxy for Bitcoin ownership, built around an aggressive strategy of accumulating BTC through capital markets activity, particularly convertible debt issuance and structured financial products. Despite criticism labeling the...