W
We Study Billionaires - The Investor’s Podcast
Guest
Jesse Myers breaks down MicroStrategy’s bold new move, the MSTR preferred stock, and shares big-picture views on Bitcoin, scarcity, and economic transformation.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:58 - What MicroStrategy’s new preferred stock offering means for investors.
04:34 - The implications of MSTR’s free cash flow and interest expense dynamics.
07:23 - A sneak peek at Jesse’s Global Asset Value chart and what it reveals.
10:16 - How Bitcoin continues to shape MicroStrategy’s balance sheet and strategy.
15:48 - Whether we’re approaching a “debt event horizon” and what that might mean.
16:33 - Jesse’s insights on Bitcoin yield and accretive dilution.
23:29 - Misconceptions people have about the current economic landscape.
23:49 - Why appreciating scarcity is a key mindset shift in investing.
36:36 - What Jesse’s excited about in today’s rapidly evolving financial world.
37:24 - Jesse’s take on Elon Musk and Howard Lutnick’s vision for rewiring the U.S. economy.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:58 - What MicroStrategy’s new preferred stock offering means for investors.
04:34 - The implications of MSTR’s free cash flow and interest expense dynamics.
07:23 - A sneak peek at Jesse’s Global Asset Value chart and what it reveals.
10:16 - How Bitcoin continues to shape MicroStrategy’s balance sheet and strategy.
15:48 - Whether we’re approaching a “debt event horizon” and what that might mean.
16:33 - Jesse’s insights on Bitcoin yield and accretive dilution.
23:29 - Misconceptions people have about the current economic landscape.
23:49 - Why appreciating scarcity is a key mindset shift in investing.
36:36 - What Jesse’s excited about in today’s rapidly evolving financial world.
37:24 - Jesse’s take on Elon Musk and Howard Lutnick’s vision for rewiring the U.S. economy.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Jesse’s X Account.
- Jesse Myer’s Newsletter.
- Jesse’s company, Onramp.
- Check out all the books mentioned and discussed in our podcast episodes here.
- Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
- Check out our Bitcoin Fundamentals Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...