2024 Midyear Review — Up 900% on This Stock! 🤯
Plus, a note about tomorrow . . .
Note: Please read our disclaimer at the bottom of the article.
#StrongHands 🙌 #BOP 🚀 Nation Update ️️️️️️️️️️️️️️️️️️️❤️️
Hi, I’m Paul Mampilly.
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⭐️ Editor’s Note ⭐️
Hey, ATG Nation!
Nicole here with our 2024 Midyear Review series!
These are past articles that you upvoted — by liking, commenting, clicking, or simply opening.
In today’s article, Dean discusses a Bitcoin USD (BTC-USD) hoarder: MicroStrategy Incorporated (Nasdaq: MSTR).
Since this Substack was published, MSTR 0.00%↑ company dropped another $786 million to acquire a whopping 11,931 BTC!
Truly amazing!
We currently hold MSTR 0.00%↑ in our Gold Tier model portfolio — alongside dozens of other amazing companies.
For the chance to view them — and receive trade alerts and weekly updates — consider subscribing today by clicking here. 👈
Now, let’s get into today’s Substack!
Note: The following article appears as it was originally published on March 13, 2024.
Dean: OK, Maybe I’m Obsessed 😶
In crypto, there are only two certainties: volatility and Michael Saylor’s MicroStrategy Inc. (Nasdaq: MSTR) buying unimaginable amounts of Bitcoin USD (BTC-USD).
I’ve been following MSTR 0.00%↑ very closely:
Bitcoin Bulls 🐂 Need THIS Stock ~ 3/29/23
The Undisputed Bitcoin Bull Doubles Down ~ 5/19/23
The Bitcoin Bull Strikes Again 🐂 ~ 2/7/24
And I can tell you, no one is betting on BTC like Saylor! Even mega-celebrity Drake pays homage to the BTC bull:
Honestly, after Paul Mampilly, the co-founder and lead analyst of this company, there isn’t an investor I respect more than Michael J. Saylor.
That’s because the man has guts — he invests with conviction.
Despite being criticized for betting on BTC by investing the company's funds, he made huge bets when the narrative surrounding crypto was bearish.
Wall Street and Main Street media said crypto was dead, that he’d ruin his reputation and credibility by making such a risky bet.
Now? The company’s BTC holdings alone stand at an $8 billion unrealized profit:
And now that BTC is making weekly new highs, there’s something new we have to consider concerning MSTR -1.06%↓ . . .
New Highs for MSTR -1.06%↓? 👀
MSTR -1.06%↓ has a thriving business irrespective of BTC. It’s the largest publicly traded business intelligence and analytics software provider.
It offers a range of data analytics and visualization tools for businesses and organizations. It also services some of the biggest publicly traded companies!
But for analysis on the company’s prospects irrespective of BTC, including its latest quarterly earnings, check out the most recent Substack on MSTR -1.06%↓.
Right now, I want to address the elephant in the room: How high can MSTR -1.06%↓ go?
Since my first Substack on it in March of 2023, the stock is up nearly 600%!
But we’ve been telling ATG community members about this opportunity since 2020! We’re up nearly 950% on this position at the time of writing!
We plan to continue to hold MSTR -1.06%↓ in our Gold Tier model portfolio. That’s because Saylor continues to bet on BTC and its underlying business is sound!
After buying 193,000 BTC over the years, he made an even bigger move recently:
This huge purchase comes on the heels of Saylor acquiring 850 BTC for $37.2 million just a month ago!
To truly marvel at this feat, let’s do some quick math . . .
The Math of Success 🌟
Let’s pretend a bit. Say BTC breaks $100K. (For context, it currently trades between $72K to $73K.)
And if you indulge a now not-so-silly idea of BTC passing $150K, or say, $250K — we have to ask ourselves, what will MSTR -1.06%↓ trade for?
Sure, MSTR -1.06%↓ has a great, established business. But it seems pretty clear that the company’s BTC holdings continue to rocket the stock.
So, as BTC increases in value, we can expect MSTR -1.06%↓’s price to increase as well.
That’s because Saylor is leagues ahead of companies who just hold some BTC on their balance sheets.
No, he’s playing a different game. He understands scarcity. He understands that what he’s doing can’t be reversed unless he chooses to do so.
Through Saylor’s leadership, MSTR -1.06%↓ now owns 1.04% of the circulating supply of BTC, and 0.97% of the entire supply.
Now, if other companies, institutional investors, or retail investors want to play this game at this level, they must pay far more than Saylor paid while perennially pumping BTC and, consequently, MSTR -1.06%↓.
The bottom line is this: As BTC increases in value, MSTR -1.06%↓ could be bid up even higher.
Should companies follow Saylor’s lead by buying BTC, MSTR -1.06%↓ could pump as BTC becomes scarcer.
I’d imagine even in a bear market, MSTR -1.06%↓ could see bids as people could speculate that Saylor would use cheap prices as an opportunity to buy more BTC.
That’s not to say that it would be immune to a bear market. But it could trade at a premium to the value of its software business.
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Just yesterday, we closed four double-digit crypto gains in our short-term crypto and options Platinum Tier portfolio!
But we believe we’re gearing up for a historic crypto bull run! 🐂
Just look at crypto gains closed in our Platinum Tier so far in Q1:
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As a reminder, the market will be closed tomorrow for Independence Day — as will ATG Digital! 🎆
That said, we won’t have anything new to share with you . . .
Instead, we’ll be back on Friday with the final article in our 2024 Midyear Review series.
On Wednesday, July 3, 2024, we’d like to wish everyone celebrating a wonderful holiday! 🌭
❤️️ This Substack made — by US, for YOU — with love. 💙
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What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. That’s RISK. Past performance is no guarantee of future results. Employees, contractors, and owners of ATG Digital, LLC own/trade/transact in the stocks, options, and crypto that are the subject of our trade alerts, updates, reports, and commentaries. We cannot give you personalized financial advice because we are NOT financial advisors. It’s on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. There are no guarantees. Loss of your capital is an outcome that you should evaluate carefully with a financial advisor before you trade, speculate, or invest. It's your money and your responsibility.