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← @punterjeff

$MSTR

BULLISH2026-06-03
Price around the call
↑ 2026-06-03
By horizon✗ miss-23.8%
1d
✗ -4.3%
5d
✗ -4.6%
21d
✗ -23.8%
Original post
Jeff Walton · 2026-06-03

Strategy tracking day 559 $MSTR now ranked 233rd largest US company by market cap. Fell 5 positions in the last 34 trading days. Right behind $EBAY, yes the same Ebay that Ryan Cohen tried to buy weeks ago. Let's compare Ebay's balance sheet, shall we? Assets: $17.8 Billion ($4.4B, ~24.7% is goodwill) Liabilities: $13.4 Billion Net Assets: $4.4 Billion Market Cap: $48.3 Billion Price to Book Ratio: 10.9x Price to Book Ratio (net of Goodwill): -947x (assets worth less than liabilities, net of goodwill) Bitcoin held: ZERO P/E Ratio: 24x Revenue: $11.6B TTM Net Income: $2.53B For reference, Strategy has raised $10.4 Billion on STRC in the last 11 months. Sits on 843,000 Bitcoin, currently valued at $56 Billion Debt Liabilities: $6.7 Billion Net Assets: $49.3 Billion. Price to

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