Strategy (MSTR) has drawn fresh attention after revealing plans to repurchase US$1.5b of 0% convertible notes due 2029, potentially using cash, new securities, or even Bitcoin sales to manage rising balance sheet pressures. See our latest analysis for Strategy. The share price has pulled back, with a 1 day share price return of 5.11% and 7 day return of 9.45%. However, the 90 day share price return of 37.89% and very large 3 year total shareholder return of more than 7x show momentum has come...
