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Strategy Tracker | Forum

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  3. Could we add the "Months to cover mNAV"?

Could we add the "Months to cover mNAV"?

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  • fredericvcF Offline
    fredericvcF Offline
    fredericvc Premium
    wrote last edited by
    #3

    I have tested the numbers quite decently.
    I created you an editable copy.

    https://docs.google.com/spreadsheets/d/1aSVCvnQaS9SenovdCYlSOeiaGKf3eK7uMBoJvs8cPZ8/edit?gid=1189116072#gid=1189116072

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    • fredericvcF Offline
      fredericvcF Offline
      fredericvc Premium
      wrote last edited by
      #4

      Columns P (since inception) and S (since last bear market low) are the most insightful.

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      • marc-b.sandblast129M Offline
        marc-b.sandblast129M Offline
        marc-b.sandblast129 Premium
        wrote last edited by
        #5

        Thanks for calculating this new metric!

        1 bug i noticed is that on "the blockchain group " calc, the 6 and 12 months calcs of BTC Yield are the same (both 3,664%), when they shouldnt be.
        (probably as a result of their not being historical data for such a new company).
        alt text

        Marc.

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        • raduR Offline
          raduR Offline
          radu Premium
          wrote last edited by
          #6

          Thanks both for the feedback!

          I will revamp this chart soon and add it to the comparison tab as well.

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          • raduR Offline
            raduR Offline
            radu Premium
            wrote last edited by
            #7

            Added to Comparison page.

            Feel free to check the numbers!

            marc-b.sandblast129M 2 Replies Last reply
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            • marc-b.sandblast129M Offline
              marc-b.sandblast129M Offline
              marc-b.sandblast129 Premium
              wrote last edited by
              #8

              Hi Radu, the "Months to cover mNAV" chart is no longer showing on my available charts list.
              And the performance comparison chart you mentioned , says "coming soon".
              Did you choose to disable the chart of "Months to cover mNAV" ?

              It was available about 12 hours ago.
              Marc.

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              • marc-b.sandblast129M Offline
                marc-b.sandblast129M Offline
                marc-b.sandblast129 Premium
                wrote last edited by
                #9

                Aha! I found it. sorry I am new here and I didn't realize there is a separate comparison page. 👍👍

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                • raduR radu

                  Added to Comparison page.

                  Feel free to check the numbers!

                  marc-b.sandblast129M Offline
                  marc-b.sandblast129M Offline
                  marc-b.sandblast129 Premium
                  wrote last edited by
                  #10

                  @radu Thanks - those 6mth and 12mth yield numbers look correct now. 👍 👍
                  I checked Semler, 3350, MSTR, Kulr and "blockchain group - all correct now.

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                  • raduR radu

                    Added to Comparison page.

                    Feel free to check the numbers!

                    marc-b.sandblast129M Offline
                    marc-b.sandblast129M Offline
                    marc-b.sandblast129 Premium
                    wrote last edited by
                    #11

                    @radu Bug report: That chart's data feed has stopped at May 19. (My time now is May 21 430PM EST)

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                    • raduR Offline
                      raduR Offline
                      radu Premium
                      wrote last edited by
                      #12

                      I think it works now

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                      • marc-b.sandblast129M Offline
                        marc-b.sandblast129M Offline
                        marc-b.sandblast129 Premium
                        wrote last edited by
                        #13

                        yes its now displaying data up until today, thanks Radu!

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                        • schustan0S Offline
                          schustan0S Offline
                          schustan0 Premium
                          wrote last edited by
                          #14

                          Any chance there's a bug with the days to mNAV cover? Not seeing it for Metaplanet

                          Also one thought that came to mind: Would it be possible to include an update timestamp in the tooltip? Definitely would come in handy when volatility spikes and there's lots of buying taking place

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