Strategy trades at a ~1.6x NAV premium, but current justifications—BTC yield, regulatory ease, and financial engineering—are insufficient for long-term value, in my view. I think the company's shift ...

Forbes contributors publish independent expert analyses and insights. I consult on marketing strategy, content creation, and messaging. The market is pricing Strategy (NASDAQ: MSTR), formerly ...

Strategy's capital structure is a masterclass in financial engineering, creating a Bitcoin-backed yield curve to attract diverse investor capital efficiently. The new STRC preferred stock is designed ...

Nasdaq's review due on Friday, MSCI in January Some analysts say Strategy does not qualify for inclusion Strategy shares dropped sharply as bitcoin came off its high After a sizzling rally that pushed ...