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MSTRAugust 31, 2026
Thesis holds

A reason to own MicroStrategy (Strategy) held.

Helm tested one of the reasons to own MicroStrategy (Strategy) against a primary source and recorded what it found. The sentence below is quoted exactly as it was published.

The claim under test

Access to equity and convertible markets lets it keep accumulating bitcoin accretively

What the source actually says

The bitcoin purchases were made using proceeds from the sale of shares under the ATM.
SEC filingAugust 31, 2026Read the source

Why it matters

This indicates that access to equity markets enables the company to continue accumulating bitcoin.

Helm runs this against house theses in public and against your own holdings inside the terminal. Scan a ticker.