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Tue, Aug 18

MSCI Comes Back for Strategy — Round Two

MSCI opens a new consultation on "non-operating companies" — the reframed test catches Strategy, Metaplanet and uranium-holder Yellow Cake in its deletion simulation, neutralizing the "discrimination" defense that won round one; feedback closes Sept 30, decision ~Oct 16, ~$2.8B of passive MSTR flows at stake

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