Shares of$MicroStrategy(MSTR.US)$have soared 66.65% this month amid a recent rise in the price of Bitcoin. However, MicroStrategy stock tanked by 11% on Thursday after Kerrisdale Capital published a report, saying they are short on MicroStrategy Inc. and long on Bitcoin. The investment management firm account explained that crypto trades often get carried away and that MicroStrategy would not be the exception. The Bitcoin price ...
Befinn 6886 :
Strangely why are there so many haters of MSTR in this forum? When a stock is performing well, shouldn’t you spend the effort to capitalise on the share rather than injecting negativity here?
EZ_moneyBefinn 6886:
so you think it's okay for Saylor to dilute his stock making the public retail investors buy it up, then use that money to buy more Bitcoin so he can get wealthier off others. you think that's okay? this is exactly how over 90% wealth goes to 1% population, did you know he helps funds democratic party. same party that is pushing to ban crypto.
Befinn 6886EZ_money:
There’s nothing we can do unless you’re as wealthy as him or any other whales who can manipulate the market based on influence. I believe there are other whales who are controlling the market with their strategies not made publicised. What we can do here is to focus on what we can control and channel our energy into our personal gains. MSTR is an excellent stock for capital appreciation with excellent steady growth and we should be grateful it exists for us to leverage on.
NolapowaEZ_money:
I have to agree with Turbo Wealth here. You invest to make money, right??? One key to investing is to keep your emotions out of it. To me, that also means keeping your personal beliefs, such as politics out of investing. While you may not agree, which I can understand to an extent, in the end your investments will suffer. I doubt many of us here have the wealth that can influence and steer the market. I didn't come here to argue personal beliefs or change anyone's views on the world. I came here to invest, make money, and learn something along the way to make me a better investor. If I wanted to indulge in others topics, well, there are plenty of other outlets for that.
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专栏US Market Movers & Shakers in March: MSTR, GPS, WSM, SCCO and More
The investment management firm account explained that crypto trades often get carried away and that MicroStrategy would not be the exception.
The Bitcoin price ...
新增数据:24Q4,全年营收77.5亿,萎缩10.6%,净利9.5亿,萎缩15.8%,不过Q4尽管营收下滑,净利率提升使得Q4净利润同比几乎没有下滑。
市盈率19.1,5年平均净利8.5亿对应市盈率21,5年平均净利增长率为23%,但2022到2023年净利仅增长0.14%,2023到2023年萎缩15.8%,似乎有见顶的迹象,目前估值似乎已经偏高,可以降低一半仓位。
新增数据:24Q2,Q3,营收、营业利润和净利润连续4个季度萎缩,不过环比来看,近两个季度已经开始回升。
2024前3季度营收萎缩12.1%,营业利润受毛利率下滑影响萎缩23.6%,利息收入略有增加,净利润下滑23%。前3季度的净资产收益率从9.88%回升到了13.8%,依然是很好的回报率。
资产负债率从年初的63.5%下降到62.9%,现金大幅增加,应收和存货略有下降,商誉很少,没有有息负债。股本从年初的66.3万降到了64.2万,减少近10%,对每股收益提升有很大好处。
现金流经营净额大幅高于投资净额,股东盈余很多。
目前市盈率12.5,市盈率TTM已经提升到14.2,如果全年净利下滑20%,市盈率将提高到15.6,综合来看估值仍在合理区间,暂时没有调整必要。
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