Episode 20: Convert to IPO.

Welcome back to The Hurdle Rate Podcast.

Episode 20: Convert to IPO.

The crew is back with the latest on the Strategy
$STRC IPO, converts and $MSTR earnings expectations, ATM usage and more.

Here's the Hurdle Rate for the week of July 28, 2025 with Jeff Walton, Ben Werkman, Matt Cole and Tim Kotzman.

0:30 - Welcome Back to The Hurdle Rate
1:45 - STRC IPO
13:37 - Converts and MSTR Earnings Expectations
23:08 - No ATM Usage from Strategy
38:00 - US Trade Deal with the EU
44:46 - mNAV Indicator of Store of Value

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