Part 11/12:
Sailor and the management team delivered clear, confident messages. They addressed negative sentiment by reaffirming their business plan and long-term vision, emphasizing shareholder alignment. They plan to delever their balance sheet, convert debt into equity, and manage through a decade-long horizon.
Their approach prioritizes corporate efficiency, tax-advantaged dividends, and long-term wealth creation rather than short-term price speculation. Livingston highlights Sailor’s desire for Strategy to become a “monster” in the global financial landscape.