Stephanie Link
speaker
1,013 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Stephanie Link’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
There are a lot of smart people on social media.
And so you just make your list.
I follow you.
MicroStrategy is – I've learned early on if I can't understand a stock or I can't explain it simplistically –
I can't own it because I don't have any confidence in myself.
Maybe I'm just slow at understanding it, but I don't quite get the strategy of him leveraging and him borrowing and every day Bitcoin goes down or crypto goes down and they're buying.
And they don't earn anything.
That's a problem.
See, I want to own companies that have earnings.
Earnings are the most important thing when investing, when you think about investing in general.
What is the growth rate of earnings?
Why is it growing?
Why is it important?
It's important because that's companies making profits.
And we will pay multiples of that if we think it's a sustainable process.
profit generator, a profit grower.
Why I think it brings me back to total addressable market, because not only do I think Palo Alto, it's doing a great job on its own because they're making all these acquisitions and they're in a very strong position market share wise, and they do have a good financial balance sheet and they do have earnings.
They're also part of this whole total addressable market.
That's an additional tailwind on top of this very strong company that's operating quite well.
And so that's different than micro strategies.
Showing 601–620 of 1,013 · page 31 of 51
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