Mike Alfred

Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.

[Mike Alfred @mikealfred]

Most can't see it yet but I am watching up close as IREN positions itself to make a run at being one of the largest companies on the planet. There are no guarantees of anything in life but IREN has all the right ingredients. Let's freaking go.

[Mike Alfred @mikealfred]

@Samuel947117225 @realMeetKevin Uh oh. That means a lot more downside.

[Mike Alfred @mikealfred]

If Adobe goes to $85, I’d buy it.

If Salesforce goes to $65, I’d buy it.

If ServiceNow goes to $45, I’d probably buy it.

Until then, there simply isn’t enough margin of safety.

All software is vulnerable. You have been warned repeatedly.

Buy the disruptors, not the disrupted

[Mike Alfred @mikealfred]

@iKnowBall0444 You’re stuck which is why you’re emotional. Losing money is hard so I will forgive you for errant commentary. Best of luck. Hope it gets better but it may not for awhile because you are way out of position.

[Mike Alfred @mikealfred]

I have purchased an additional 280,000 shares of BKKT via my affiliated entity Alpine Fox LP. Alpine Fox LP now holds 905,000 shares in total and has become the 4th largest institutional shareholder in the company. See SEC Form 4 filing here: https://t.co/ADd32fLoVX

[Mike Alfred @mikealfred]

Congrats to President Trump on completing the war and getting a fantastic deal (he wrote the book on this)! Looks like we got no further uranium enrichment and an open Strait and all we had to do was trade Taylor Swift and Chris Rock for Gagoosh and Maz Jobrani. Good trade imo.🇺🇸

[Mike Alfred @mikealfred]

@freddyriz @GaryCardone @dotkrueger 🤣

[Mike Alfred @mikealfred]

@KiteVC @Hut8Corp Well done Bill. Incredible run.

[Mike Alfred @mikealfred]

@freddyriz @GaryCardone @dotkrueger Fred, don’t be an idiot. I literally expressed it as a high probability, not a lock. If you want to make things up like a child, that’s fine but you will be blocked as I don’t have time for it.

[Mike Alfred @mikealfred]

@GaryCardone @dotkrueger LOL. Don’t drag me in to this guys. I like both of you. I only bet on things when I think I have a large edge. When I do, I bet very large.

[Mike Alfred @mikealfred]

@wavetel I went to 1998 France, 2002 Korea, 2006 Germany, and 2014 Brazil in some cases for a full month

I’m qualified to discuss the World Cup experience

[Mike Alfred @mikealfred]

@thebtcpharaoh 👀

[Mike Alfred @mikealfred]

@wallstreetbets It hasn’t been about money for many years. There are levels to this game.

[Mike Alfred @mikealfred]

@jwat_5 @BoxLongs Bingo

[Mike Alfred @mikealfred]

I have purchased an additional 280,000 shares of BKKT via my affiliated entity Alpine Fox LP. Alpine Fox LP now holds 905,000 shares in total and has become the 4th largest institutional shareholder in the company. See SEC Form 4 filing here: https://t.co/ADd32fLoVX

[Mike Alfred @mikealfred]

@BenJustman @AAStack Always, brother

[Mike Alfred @mikealfred]

@nejatian 🚀

[Mike Alfred @mikealfred]

@FransBakker9812 Do you know what that move from $70 to $50 was? I haven’t been unable to identify any fundamental changes in the business during that move. Perhaps you can help me.

[Mike Alfred @mikealfred]

Met a guy last night who claims to have created a device that can stop Bitcoin. It is a light emitting diode array which emits a special sequence of lights timed to the lunar cycle. He says if you run it for a year, Bitcoin will stop. Completely coincidentally, he loves XRP.

[Mike Alfred @mikealfred]

@stackhodler EXACTLY

[Mike Alfred @mikealfred]

@drakesmith__ I was 5 under but it felt gross. Should have been 6 under. Next time!