In the OP you can find a link to a spreadsheet.
There you can find this:

Each share of Microstrategy is worth 267.66 USD, while the Bitcoin they hold are worth 320.98 USD.
This is a hefty 20% discount.
Probably the reasons are the market is discounting some hassle related either from Sivlergate distress or rather a difficulty for Microstrategy to go on with their Bitcoin Strategy due to more adverse banking system.
I don't know, but it's a good trade to jump on.