• Episode 3

    Episode 3 – Post Election Discussion

    Published On: November 6th, 2024

    True North - Episode 3 - Post Election Discussion

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

  • Episode 2

    Episode 2 – Q3 Earnings in Review

    Published On: October 30th, 2024

    True North - Episode 2 - Q3 Earnings in Review

    Agenda: 1. Earnings Review 2. Convertible Debt market depth 3. $MSFT game theory

  • Episode 1

    Episode 1 – Navigating MSTR and BTC

    Published On: October 23rd, 2024

    True North - Episode 1 - Navigating MSTR and BTC

    Agenda: 1. Introduction 2. Catalysts 3. Saylor Video