Mike Alfred

Mike Alfred

201,532 Twitter followers

Follow

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

Posts

Imagine you had to choose your life at age 40: Option A: Single. No kids. $50M net worth. 850 credit score. Private jet. Option B: Married. 2 kids. $3M net worth. Drive a Toyota. 10 BTC in cold storage. 500 credit score. Fly Southwest. Be honest, which life are you choosing?

BREAKING: LARGE CALL BUYER WHO SUCCESSFULLY PREDICTED PREVIOUS TACOS IS BACK AND AGGRESSIVELY BETTING ON UPSIDE OVER THE NEXT WEEK

None of the prices on the screen right now represent the fundamental value of the companies underlying the tickers. I'm not saying it's fake necessarily. But it's also not real either. Anyone who pretends otherwise doesn't know what they're talking about.

STRC and SATA continuing to trade towards par and paying little attention to the noise in the market.

In the near future, I believe we will look back on days like today with fondness and a deep gratitude.

I am bullish on world class management teams with a track record of generating shareholder value (and paying themselves appropriately relative to that value creation or destruction).

"Buy the BTC on leverage yourself if you want that exposure." This is what we've been saying for years. In the meantime, a lot of value was destroyed.

Morgan Stanley estimates new lease should add $1B to $1.2B to CIFR’s market cap but the stock is down since announcement. In the short term, sentiment trumps fundamentals.

Dark Side is not a serious person. He doesn’t even understand the basic capital raising mechanisms but claims he worked on Wall Street. Complete fraud.

He said it was a $6B convert, it was an ATM, that has optionality, IREN has a track record of accretive growth via the ATM instrument.

Loading..