Reported about 14 hours ago
Mike Alfred, founder of Alpine Fox LP and non-executive director at Bitcoin miner IREN, shares his contrarian investment strategies and insights on bitcoin mining, AI, and market dynamics in a recent podcast. Known for his polarizing online presence, he emphasizes the importance of understanding management and industry fundamentals, believing that traditional views often overlook opportunities. Alfred's investment approach capitalizes on long-term potential rather than short-term volatility, focusing on infrastructure stocks and the evolving landscape of cloud computing in relation to Bitcoin mining.
Source: YAHOO