Mike Alfred
The contrarian investing philosophy
IREN
Bakkt
CIFR maybe from week 42?? / 2025
CLSK
OpenDoor from week 43 / 2025
ASST (@Strive) from week 43 / 2025
Former co-founder BrightScope a Digital Assets Data
IREN (Iris Energy) – independent non-executive director
IREN
Bakkt Holdings (BKKT) – Member of the Board of Directors since September 2025; SEC Form 3 filed (holdings including stake via Alpine Fox LP)
More PrtScr The New Money: 2025-10-24
PrtScr The New Money 2025-11-26 morning
Mike Alfred owns much more (especial traditional conservative) companies.
Take a look at Mr. Mike Alfred's portfolio according to 13F below.
Inspiration How to Search some info about for example MA:
One possibility:
Cíl: Rychlý, ověřitelný profil investora (regulace + exity + role)
Subjekt: "Mike Alfred" AND "Alpine Fox LP"
1) Regulace a fund filings (USA)
- Google/Bing:
site:sec.gov "Alpine Fox, LP" "Form D" | "CIK"
site:adviserinfo.sec.gov "Alpine Fox Capital, LLC" "summary"
site:sec.gov "Michael Alfred" "Form 3" | "Form 4"
- Kontrola agregátorů:
site:secdatabase.com "Alpine Fox, LP" | site:13f.info "Alpine Fox"
2) Korporátní role (boardy)
- Oficiální IR stránky cílových firem:
site:iren.com "Board of Directors" "Mike Alfred"
site:investors.bakkt.com (news + governance) "Mike Alfred"
3) Exity a předchozí firmy
- "BrightScope" AND ("acquired" OR "Strategic Insight" OR "ISS")
- "Digital Assets Data" AND ("acquired" OR "NYDIG")
4) Veřejná komunikace / rozhovory
- site:x.com OR site:twitter.com "mikealfred"
- "Mike Alfred" podcast OR interview ("Bitcoin mining valuation" | "IREN")
- site:finance.yahoo.com "Mike Alfred" "interview"
5) Zápis výsledků
- Zaznamenat: role/tituly, datované zdroje, CIK/CRD/CRD-ERA, klíčové citace.
- U všeho ukládat přímé odkazy + datum
https://duckduckgo.com/?origin=funnel_home_website&t=h_&q=Alpine+Fox+LP&ia=web
Form 13F requires managers to report holdings of Section 13(f) securities, defined by the 13F list, with a value of at least $100,000,000 ...
Although 13F offers valuable insights, the information may be outdated due to the 45-day reporting delay and may exclude certain positions such as short positions or options, bonds...
Form 13F
https://13f.info/form-d?q=Michael+Alfredhttps://13f.info/form-d/0001955754-alpine-fox-lphttps://aum13f.com/fund/alpine-fox-lp LinkedIN
https://www.linkedin.com/in/mikealfred/ Generated by AI Agent Coin World
Saturday, Jul 5, 2025
Bitcoin, IREN, Markets, Mining
Sep 17, 2025
Alpine Fox LP is a private investment partnership founded by Mike Alfred
FORM 13F INFORMATION TABLE
Mike Alfred 13F Portfolio
Alpine Fox Capital LLC
Matthew Sigel
JP Morgan to accept Bitcoin and Ethereum as loan collateral: Bloomberg ... !!!
Alpha Arena Update: Bigger Than Anyone Expected, China Models Winning
https://x.com/TheBlock__Strive - ASST
https://treasury.strive.comStrategy Tracker
https://strategytracker.comLargest Bitcoin miners by market capitalization
https://companiesmarketcap.com/bitcoin-mining/largest-bitcoin-mining-companies-by-marketcap/Satya Nadella – How Microsoft thinks about AGI -
Dwarkesh Patel
https://www.youtube.com/watch?v=8-boBsWcr5A 12. 11. 2025 Dwarkesh Podcast
𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬
@Agrippa_Inv
$IREN's share price…
