Why do Strategy’s preferreds appeal to both young and older investors?

Phong Lee
Replied byPhong Lee

President & CEO at Strategy (formerly MicroStrategy)

Niche: Technology, SaaS, AI, Finance, Cryptocurrency
Revenue: $1M+/month
Location: USA
Started: 2020

Different people want different return and risk. If you strap public securities to Bitcoin they tend to perform better. Equity has higher return and volatility. Debt and hybrids have lower return and volatility. Preferreds sit in the middle, so they fit many profiles from Robinhood millennials to retirees who want income.

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