Ryan (@ryquant) 's Twitter Profile
Ryan

@ryquant

$MSTR. NFA

ID: 1873600391562108928

calendar_today30-12-2024 05:22:03

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Ryan
@ryquant

a month ago

Growth-Tech-Software PubCo Valuations: $COIN at 45x Earnings $TSLA at 188x Earnings $PLTR at 556x Earnings $MSTR is at 7x Earnings, and 30x does not seem unreasonable, given the primary comps in this space, and because **Strategy is growing BTC per Share YoY at 30%.**

Growth-Tech-Software PubCo Valuations: $COIN at 45x Earnings $TSLA at 188x Earnings $PLTR at 556x Earnings $MSTR is at 7x Earnings, and 30x does not seem unreasonable, given the primary comps in this space, and because **Strategy is growing BTC per Share YoY at 30%.**