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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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                          • raduR Offline
                            raduR Offline
                            radu Premium
                            wrote last edited by
                            #15

                            @schustan0 it should show for Metaplanet too (you need to make sure 3350.T is selected at the top).

                            With regards to timestamp, it does show below the chart.

                            Let me know if this helps!

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