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NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The NZS Growth Equity strategy experienced a return of -8.75% (gross) and -8.91% (net) in Q1 2026, underperforming the -3.30% of the Morningstar Global Target Market Exposure Index. This decline was […]
Polen Capital, an investment management company, released its first-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Composite Portfolio returned -3.4% gross and -3.6% net of fees, respectively, in the first quarter of 2026, compared to the -3.5% return of the Russell […]
Polen Capital, an investment management company, released its first-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Composite Portfolio returned -3.4% gross and -3.6% net of fees, respectively, in the first quarter of 2026, compared to the -3.5% return of the Russell […]
Polen Capital, an investment management company, released its first-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Composite Portfolio returned -3.4% gross and -3.6% net of fees, respectively, in the first quarter of 2026, compared to the -3.5% return of the Russell […]
Polen Capital, an investment management company, released its first-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Composite Portfolio returned -3.4% gross and -3.6% net of fees, respectively, in the first quarter of 2026, compared to the -3.5% return of the Russell […]
On-chain analyst Axel Adler Jr said STRC preferred shares traded far below their $100 par value, eroding the Saylor bid, as Strategy’s “financing machine has started to creak.”
Zacks.com users have recently been watching Strategy (MSTR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
MicroStrategy) acquired 520 Bitcoin for approximately $35 million last week while increasing its USD reserve by $300 million to $1.4 billion.
In the annals of risk-taking bosses, perhaps none have outdone Michael Saylor. Strategy was improbably worth $130 billion when he tried an unorthodox financing method that experts warned risked disaster.
Michael Saylor posted Strategy’s well-known Orange Dots Bitcoin acquisition tracker on X with a single caption, “Looks better with more dots”, and traders took less than an hour to decode it as a preview of another corporate Bitcoin buy. The post follows a confirmed ~$100 million BTC purchase for the ...
The history of American business is filled with founders who took huge risks. Steve Jobs made gutsy bets on the Macintosh, iPod and iPhone. When Jobs unveiled the iPod, Apple was worth less than two-tenths of a percent what it is today.
As STRC trades below par, on-chain expert Axel Adler Jr. claimed Strategy's financing mechanism "started to creak".
Wall Street veteran Visser's latest comments mark a shift from an earlier bullish stance, with the investor now saying Bitcoin may need the AI rally to cool before attracting fresh buyers.
Michael Saylor teased Strategy's next Bitcoin buy with a tracker post, days after the firm sold Bitcoin to fund dividends.
Galaxy Digital CEO Mike Novogratz warned about the crypto market's lack of fresh buyers and growing pressure over Strategy's massive Bitcoin treasury.
Investing.com -- Bitcoin traded above $64,000 on Sunday, recovering from last week’s dip as investors monitored U.S.-Iran negotiations in Switzerland and signs of continued bullish positioning in crypto derivatives markets.
STRC's decline to about $88 gives critics of leveraged Bitcoin accumulation fresh ammunition as scrutiny of treasury-company financing models intensifies.
SkyBridge Capital founder Anthony Scaramucci threw his weight on Wednesday behind fellow Bitcoin bull Michael Saylor and his firm Strategy Inc., suggesting they’ll be “right” in the nick of time. Michael Saylor Not In Trouble, Scaramucci Says During an interview with CNBC, Scaramucci stated that Saylor is “definitely not in trouble,” pointing to a “very deep capital pool” at his disposal. “You have to really understand the mechanisms of the balance sheet to understand that Bitcoin can go a lot l
The CEO said he will not replicate the perpetual preferred structure at his own Bitcoin treasury company.
Saylor says Strategy reserves top debt by $48 billion, but STRC trades below par as traders debate the funding model.
Strategy investors are closely watching the July 4 CLARITY Act deadline, which could reshape crypto regulation and influence bitcoin-linked stocks.
Strategy sold 32 BTC for roughly $2.5 million in late May, its first standalone Bitcoin sale since 2022.
Investing.com -- Bitcoin rose above $63,000 on Saturday, recovering from recent losses as investors evaluated regulatory developments in major markets and signs of continued institutional interest in digital assets.
Strive Inc. (NASDAQ: $ASST) CEO Matt Cole blamed leveraged liquidations for a sharp break in Bitcoin (CRYPTO: $BTC)...
Digital credit survived its first test as STRC fell below par, while Bitcoin network activity hit multi-year highs.
Institutions are gobbling up Solana for their balance sheets. These are the top publicly traded treasuries.
The disastrous day for Bitcoin firms' preferred equity offerings may have been due to unwinding of leveraged positions in STRC and SATA.
For years, Michael Saylor's Strategy (Nasdaq: MSTR) has reigned as the largest corporate Bitcoin (BTC) holder among publicly listed firms. But the company's prized Bitcoin funding machine is sputtering. Now a veteran portfolio manager says Saylor is running out of good options. STRC, nicknamed ...
The company recently bought Bitcoin worth $100 million.
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