dpark on Nostr: If #bitcoin is growing at 30-50% CAGR then it’s not unreasonable for the stock to ...

If #bitcoin is growing at 30-50% CAGR then it’s not unreasonable for the stock to trade at 30-50x PE.

If $MSTR is accreting bitcoin at 6-10% CAGR then

30x10% is a 3x premium to NAV
50x10% is a 5x premium to NAV

https://www.youtube.com/live/TasvNr1gBGs?si=e_jd7BAvtVR9J6cf
saylor (npub15dq…lm5m)

quoting
note17jh…9rym

$MSTR = Bitcoin Treasury Company (BTC)