Top Angel Investor Takes Dig at MicroStrategy as Stock Plunges 8%

As a seasoned analyst with decades of experience in the tech and investment industries, I can’t help but share my thoughts on this intriguing situation involving Jason Calacanis and MicroStrategy (MSTR). With a career marked by early investments in companies like Uber, I’ve learned to keep an eye out for trends and patterns that might not be immediately apparent to others.

Calacanis’ observation about the correlation between MicroStrategy’s bitcoin purchases, Bitcoin’s price movements, and MSTR stock performance is interesting, to say the least. It’s a complex web of relationships that deserves closer scrutiny. I have to admit, it reminds me of my early days in the tech world, where understanding the interplay between various factors was crucial for making informed investment decisions.

However, Calacanis’ comments about Michael Saylor blocking his podcast invitation bring a personal touch to this story. As someone who has hosted many influential figures in the tech world on my own podcast, I can relate to the potential challenges that come with securing interviews with high-profile individuals. It’s always a bit of a gamble, and sometimes you strike out. Still, it doesn’t change the fact that Saylor’s decision could have an impact on the broader narrative surrounding MSTR and its investment strategies.

One thing I find particularly intriguing is Calacanis’ argument about overpaying for the MSTR stock given its current premium to net asset value (NAV). As someone who has seen countless companies rise and fall, I understand the importance of valuing a company based on its fundamentals. However, the market can be unpredictable, and sometimes stocks trade at seemingly irrational prices for extended periods.

In conclusion, while it’s too early to make definitive statements about MSTR’s future, Calacanis’ observations and concerns are certainly worth considering. As always, due diligence is key when it comes to making investment decisions.

And on a lighter note, I can’t help but chuckle at the thought of Jason Calacanis trying to outmaneuver Michael Saylor for an interview spot—it’s like watching two tech titans dance around each other in a game of financial chess!

Jason Calacanis, a renowned global angel investor, has once more targeted the business intelligence company, MicroStrategy, in his critique.

As a researcher, I’ve observed that Mastercard (MSTR) has recently reduced its Bitcoin acquisitions. Concurrently, the value of Bitcoin appears to have declined, and this reduction seems to have impacted MSTR’s stock price as well, causing it to decrease.

Calacanis, recognized for his early investments in Uber, posits that investors may eventually refuse to provide billions in loans to MicroStrategy’s Michael Saylor if the current trend holds.

He seemed to imply that there might be a connection between these things… I can’t help but ponder whether people will still loan massive amounts of money for bitcoin purchases if this trend persists, he stated.

MSTR has slowed down their bitcoin purchases..  and bitcoin is down… and their stock is down.

As a researcher, I’d like to share an interesting point from my findings: Calacanis stated that he had extended an invitation to Saylor for his podcast. Surprisingly, rather than accepting, the billionaire founder opted to block me instead.

Instead of Calacanis advocating for owning Bitcoin, he contends that it’s excessive to invest in MicroStrategy stock at a price higher than its actual net worth (Net Asset Value).

Currently, the MicroStrategy (MSTR) stock has dropped approximately 45% from its peak of $543, a level it reached on November 21st.

On a Monday, MicroStrategy’s stock dropped by over 8%. The decline followed the company’s announcement of its eighth successive weekly Bitcoin purchase, this one worth approximately $209 million. This amount is significantly lower than their previous large-scale Bitcoin investments, which some media outlets, such as Barron’s, have noted in their headlines, suggesting that MicroStrategy is buying less and less Bitcoin over time.

Despite the latest decline in its share price, Mastercraft Stock (MSTR) has significantly surpassed the mark this year, registering an impressive increase of over 340%. This remarkable performance far exceeds that of Bitcoin.

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2024-12-31 11:13