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Shares of $MSTR have lost a large part of their value in recent months and are now about 60% below their all-time high. It's definitely risky, but I'm thinking about opening a small speculative position now because the valuation is really interesting.

Is anyone else buying shares of $MSTR right now?

AS

It's a big speculative bet, but if BTC goes up, this will too. I bought 2 shares :)

SR

I'm avoiding this stock. I looked into it and didn't like the fundamentals much. Especially considering it's heavily dependent on the value of $BTCUSD.

MK

I'm not sure about this one. Could it end up as some kind of meme stock? :) Probably okay for some swing trades. I know the guys are also loading up on options. I'm staying out.

DN

I don't really like the CEO, and if BTC keeps falling, that will be a problem for them and will be reflected in their results.

CT

I don’t really see a reason to buy it at a premium to NAV. If there were a meaningful discount and considering the BTC it holds, it might be worth a short-term speculative play, but I would always prefer physical BTC.

HA

I definitely would too, and this would just be a speculative play for a few months.

AS

Very interesting as an entry into a position, I’m thinking about it too.

The question is whether it could fall even more, or rather where it will find the bottom.

Maybe a small analysis wouldn’t hurt

HA

I was thinking the same, but you can’t go wrong with DCA. I’d wait, and once a big growth catalyst for BTC appears, I’d buy.

MS

I have it on my watchlist and I’m also considering this company. I was just waiting to see if someone here would mention it. Depending on that, I would open a small position as well.

HA

Great, will you buy now or wait?