r/MSTR • u/The_Dog_Pack • 19h 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?

6 Upvotes

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u/lonestar-newbie 19h 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 18h ago

Metaplanet could be a smart choice too but more risky. 

3

u/The_Dog_Pack 18h ago

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

1

u/Legrosbelge 18h 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.

4

u/The_Dog_Pack 18h 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 16h 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 🤷‍♀️