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$MSTRBull claim
Passive Income InvestingPassive Income InvestingANALYSTJul 13, 2026
The claim

“MSTR is trading at a 24% discount to its Bitcoin holdings net of debt, making it a compelling buy over Bitcoin.”

Why he says it — point by point

FAVORABLE & AGAINST · BOTH KEPT

Why

I feel MSTR is extremely undervalued and is trading at an approximate 25% discount.

The structured call

Direction
Bullish
Catalyst
—
Target
—

The receipt

YouTube · 8:008:00

“MSTR is trading at a 24% discount to its Bitcoin holdings net of debt, making it a compelling buy over Bitcoin.”

From "Strategy (MSTR & MSTE) Weekly Update | 50K MSTE Shares Milestone! No Bitcoin Buys in 3 WEEKS?! 😔"
Open the source at 8:00 →

Publish-day price $$187.59 · the claim is anchored to the moment it was said.

Others who hold the bull side

2 ON THIS THESIS

The same direction, argued differently — each is its own claim with its own clip.

Passive Income InvestingPassive Income InvestingANALYST

“MSTR trades at a 19.72% discount to its Bitcoin holdings, making it extremely undervalued and a strong Bitcoin proxy.”

9:49Passive Income InvestingPassive Income InvestingANALYST

“MSTR is extremely undervalued, trading at a ~22% discount to its Bitcoin-minus-debt intrinsic value, making it a strong buy.”

10:58

Passive Income Investing on $MSTR, over time

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How this voice has moved on the ticker. We flag contradictions — as behavior, never a score.

JunBULL→JulBULL→JulBULLTHIS CLAIM
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This is a record of what one analyst said on one thesis, with the clip — not a recommendation, not a verdict, not a score. The opposing case is linked above.