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I have to be honest. MSTR is actually starting to look kind of interesting for the first time in a couple years.
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I think sub 1.2 starts to become compelling at least for a trade. I could see it testing 1.
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In additional to mNav metric.
I think total yearly dividend payments (expense) is a number I want to find a metric for.
Is Strategy spending 500 million, 1 billion, 5 billion, etc... each year in dividends?
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not looking pretty.