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$MSTRBull claim
Passive Income InvestingPassive Income InvestingANALYSTJul 20, 2026
The claim

“MSTR trades at a 23% discount to its Bitcoin holdings, with net leverage improved to 6x and cash covering 22 months of dividends — a compelling accumulation opportunity for long-term holders.”

Why he says it — point by point

FAVORABLE & AGAINST · BOTH KEPT

Why

net leverage ratio actually went from seven to six

covers 22 months of dividends for all their preferreds

the MNAV is still at a premium, which is which is phenomenal

The structured call

Direction
Bullish
Catalyst
—
Target
—

The receipt

YouTube · 0:500:50

“MSTR trades at a 23% discount to its Bitcoin holdings, with net leverage improved to 6x and cash covering 22 months of dividends — a compelling accumulation opportunity for long-term holders.”

From "Strategy (MSTR) Weekly Update | +1350 MSTE Shares! MSTY vs MSTE vs MSTR vs MSTW"
Open the source at 0:50 →

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

Others who hold the bull side

3 ON THIS THESIS

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

Passive Income InvestingPassive Income InvestingANALYST

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

8:00Passive 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→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.