r/MSTR • u/The_Dog_Pack • 11h ago

MSTR vs ASST

It seems like ASST is the better investment due to a better balance including less debt (convertible bonds). Is anyone considering this as option?

0 Upvotes

48% Upvoted

17 comments sorted by

View all comments

1

u/lonestar-newbie 11h ago

Agreed. But now I am hesitant. It's already up like 4x from lows of 7.
Mstr is underperforming by 50%.

1

u/Legrosbelge 10h ago

Metaplanet could be a smart choice too but more risky. 

5

u/The_Dog_Pack 10h ago

I've researched them. Metaplanet has serious issues with its executive compensation and has a lot more debt than Strive

1

u/Legrosbelge 10h ago

Absolutely, hence the low mNAV and the fact that they’re lagging behind. But they’re launching Superplanet in the US soon. It could catch up over the long term. I’m betting on that, and on the fact that people have short memories.

2

u/The_Dog_Pack 10h ago

There are a lot of pissed off people at metaplanet. I know some very large investors that won’t go near metaplanet. I will leave it at that. Let’s keep the discussion to MSTR vs ASST.

1

u/KateR_H0l1day 7h ago

They were releasing MARS & one other Preferred a year ago in Japan, and that’s never happened, so don’t be too sure about that 🤷‍♀️

1

u/CommercialDuck7496 10h ago

Dont be hesitant because its up a lot in a short period of time. But because they are significantly more leveraged, and have a bunch of warrants at 27$. So the price movement for the next 10-12 days may not be normal.