"So for me, I'm keeping an eye on MSDR. And if it goes to 90 cents or 85 cents, then I think it on the dollar, which is 8.5 MNAV, I think it would make sense for me to potentially maybe bet on it and buying Bitcoin at a discount and see if what happens if something happens and it goes back to par."
The speaker outlines an actionable trade idea for Micro Strategy (MSTR) by suggesting that if the stock trades at around 90 or 85 cents on the dollar (8.5 MNAV), it could be an attractive entry point. The rationale is that buying at a discount may allow investors to benefit from potential premium reversion and additional Bitcoin exposure, though the opportunity carries inherent risks.
Strategy (MSTR) Is Below Bitcoin NAV! Generational Buy?
The Patient Investor
January 7, 2026
Stock Idea