Ben Werkman

Too many people assume it's impossible to gain an edge in investing. In reality, anyone willing to dig slightly beneath the surface can develop an information advantage over most investors. Even a small edge, applied consistently, can compound into powerful long-term results.

The first thing to be aware of when discussing investments with others is that the emotional baseline for each individual is struck at their cost basis. Because of this, there will always be differences of opinion in the short/medium term.

Over time, people will recognize the power of a well capitalized corporate balance sheet built on the rock solid foundation of Bitcoin to generate massive shareholder value. For now, we remain in phase 1…..accumulation.

Another data point I find interesting to watch for $MSTR is the number of 13F filings made by quarter since they announced their Bitcoin Treasury. It shows the growth in Institutional Investment Managers entering the space as MSTR scales. In Q3 2020, they had 196 filings. In Q4, there were 1,051. Impressive growth.