Weekly Episodes

True North - Episode 12 - New Year, Same Business

Agenda: 1. Welcome to 2025 2. Stats update / leverage / catalysts 3. Special Meeting Vote (Share Authorization) 4. P/E, FASB accounting 5. Everything else (preferred stock / converts / Bitcoin Bond ETFs / short interest / exercising / covered calls / MSTY / SBR / Bots / Bears) 6. Q&A

True North - Episode 11 - Let’s Talk About Leverage

Agenda: 1. Catalysts / Statistics 2. Current events (Fed, Convertibles) 3. $MSTR $42B Capital Plan 4. Financial Leverage 5. FASB Fair Value Accounting

True North - Episode 10 - The Most Hated Rally in Finance

Agenda: 1. Bitcoin Buys, Catalysts, Bear Sightings 2. Weekly Stats update 3. Quantum Computing with @Adrian_R_Morris 4. Tracking Compression & Expansion 5. Q&A & Horizon

True North - Episode 9 - Financial Leverage & Bear Sightings

Agenda: 1. Bitcoin Buys & Catalysts 2. Stats update 3. Financial leverage & Bear Classification 4. $MSTR Net worth & chatter

Refreshed & Ready to have some fun tonight #TNBearSighting

True North - Episode 8 - Thanksgiving Week

Agenda: 1. Recent Bitcoin Buys 2. Catalyst Update 3. NAV Multiplier Market (Info Asymmetry) - Performance to $IBIT 4. Nov 29th - $QQQ Rank & $TSLA

True North - Episode 7 - Bitcoin Bonds And Breakthroughs

Agenda: 1. Catalyst Update 2. Convertible Debt Size & Scale 3. NAV Multiplier Market (Info Asymmetry) 4. Nov 29th - $QQQ Rank 5. $APP QQQ inclusion

True North - Episode 6 - MSTR’s Bold BTC Bet

Agenda: 1. +51,780 BTC 2. $1.75B Convertible Debt + $250M 3. Nov 29th

True North - Episode 5 - Volatility is Vitality

Agenda: 1. Welcome MSTR tourists! 2. Catalyst update 3. Volatility & price action 4. ATM / Convertible debt 5. Horizon

True North - Episode 4 of True North - MSTR & BTC Highs

Agenda: 1. $MSTR all time high 2. Bitcoin all time high 3. Price discovery

True North - Episode 3 - Post Election Discussion

Agenda: 1. Catalysts 2. Election chat & implications 3. @Danny85732 valuation model 4. Price parity