我最喜欢的公司发布了新的8-K文件，我不得不谈谈这家公司继续以溢价交易以及其资本配置有多么疯狂。
My favorite company they published new 8K and I just had to talk about how crazy it is that this company continues to trade at a premium and the capital allocation there.
所以，我将从谈论我痴迷的公司开始。这家公司就是前身为MicroStrategy的Strategy。披露一下，我少量做空了Strategy的股票，并少量做多了优先股，但我就是无法释怀这家公司，我发誓我会坚持到底，我会把整个Strategy的事情贯穿始终，贯穿这整个随意的漫谈。
So, I'm going to start off talking about the company I'm obsessed with. The strategy formerly known as MicroStrategy. Disclosure, I'm short a little bit of strategy and long a little bit of the prefs, but I just cannot get over this company and I swear I'm going to land I'm going to stick the landing and I'm going to pull this strategy thing as a whole through for this whole random ramblings.