Lyn Alden · 80w I keep seeing people try to predict what the MSTR premium over NAV “should” be, as a valuation question. However, the answer doesn’t truly exist, because it’s recursive. The current state of ... garyj @garyj 1733932319 Unless, this time is different(the most famous last words in investing), what is an 80%+ drawdown going to do to all this debt pyramiding ? Pass the popcorn. 2