The Dividend Machine | True North Podcast | Ep. 64
From True North Podcast by True North Podcast
April 23, 2026 · 1h 44m · Season 1 · Episode 64
About this episode
This episode discusses semi-monthly dividends and the differences between income statements and balance sheets, along with insights on retail and equity stories.
🎛️ As of this recording, 4/22/26, Strategy's (MSTR) performance: * Open: $174.93 * Close: $179.36 * Volume: ~31.9M Shares * mNAV: ~1.25 * Market Cap: ~ $60.1B * BTC: 815,061 ⏱️ TIMESTAMPS & INSIGHTS: * 00:00:00 - Trailer: Preview of key topics and themes * 00:03:00 - Recent News: Jeff on rapid market developments * 00:06:40 - Balance Sheet Growth: Assets rise from recent tailwinds * 00:08:13 - Leverage Profile: Debt ratio and downside thresholds * 00:09:07 - Dividend Structure Change: Shift to semi-monthly payouts * 00:12:54 - mNAV Premium: Raising capital above asset value * 00:14:12 - Audio Issue: Grain speaking while muted * 00:15:14 - Fiat System Outlook: Structural imbalance and long-term risks * 00:16:20 - Market Participation Shift: Volume drives trading behavior * 00:19:58 - Income Demand Shift: Yield focus drives investor interest * 00:22:31 - Price Stability Narrative: Instrument holds through volatility * 00:25:30 - True North Event: Vegas meetup at Bitcoin conference * 00:26:29 - Investor Skepticism: Debate on risk and principal return * 00:27:42 - Covered Call Management: Sole discusses rolling positions * 00:30:14 - Earnings Outlook: Projected net income and…
People in this episode
Host: True North Podcast
Topics covered
- dividends
- financial statements
- investing
- retail
- equity story
Keywords
- dividends
- income statement
- balance sheet
- retail
- equity story
- financial advice
- investing
Sponsors
BitGo, SALT
Mentioned in this episode
Organizations: MSTR, Strive, SEC
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