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Fintech

Strategy (formerly MicroStrategy Incorporated)

MSTRNASDAQpure-play
Market cap$61B
Conviction3/ 5
HQTysons Corner, VA
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For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 1Y

$162.20

-56.4%

Thesis

Strategy is a bitcoin treasury company holding over 600,000 BTC, by a wide margin the largest corporate holder. It funds ongoing bitcoin purchases through convertible debt and equity issuance, while the original business intelligence software operation is now a residual line.

In practice the equity functions as a levered bitcoin proxy: returns are dominated by the price of BTC and by the company's ability to issue capital at a premium to the market value of its holdings (mNAV-vs-BTC arbitrage), with downside amplified by leverage and dilution mechanics.

Catalysts

  • Bitcoin price and broader digital-asset cycle
  • Premium of equity to bitcoin net asset value (mNAV)
  • Pace and terms of debt and equity issuance
  • Accounting treatment and index inclusion eligibility

Recent events

Material filings, federal awards, and regulatory activity. Impact is scored against market cap.

  • Sep 21
    OtherSEC

    Filed SEC Form 8-K covering items 7.01 (Reg FD) and 8.01 (other events).

  • Aug 31
    OtherSEC

    8-K filing with Reg FD and other events disclosures (items 7.01, 8.01).

  • Aug 10
    OtherSEC

    Filed 8-K disclosing information under items 7.01 (Reg FD) and 8.01 (other events).

  • Aug 3
    OtherSEC

    Filed 8-K disclosing items 7.01 (Reg FD) and 8.01 (Other Events).

  • Jul 30
    Financial resultsSEC

    8-K filing (items 2.02, 7.01, 9.01) disclosing results of operations and financial condition.

  • Jul 6
    LeadershipSEC

    8-K filing (items 5.02, 7.01, 8.01) reporting officer/director changes and other disclosures.

  • Jun 23
    Securities offeringSEC

    Filed SEC Form 424B5 prospectus supplement.

  • Jun 22
    OtherSEC

    8-K filing for items 7.01 (Reg FD) and 8.01 (other events).

Not financial advice — research and opinion only. Disclosures