Noah Halfon

7 posts

Noah Halfon

Noah Halfon

@apollo1starX

19-year old college college sophomore, Boston-based, investing fanatic, looking for internship, link to my work here https://t.co/iZutXyGxdK

Katılım Şubat 2025
48 Takip Edilen1 Takipçiler
blessing
blessing@blessing17_·
Avatar the last Airbender Movie 🍿
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sinner
sinner@sinnerzq·
Successfully got the Avatar Aang movie 🍿
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Davy
Davy@Blinklebloop·
Here it is, by far the best risk-reward I have ever written up (in my 10 year + career). - Near monopoly in its niche. - EV/EBIT <10 - AI Expose and growing its ~50% operating margin segment fast. - Clear room for more growth (and busy growing double digits), capex spending situation close to TSMC gigafabs. The best part is that its undervalued for obvious reasons! There is a clear misunderstanding of this business. It’s got a moat that would make Buffett drool but unfortunately he wouldn’t buy because it’s too small (which is another reason it’s undiscovered). It has management that have a firm grasp of governance and capital allocation who have performed extremely well and have earned a exceptional ROIC. link is in my bio
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Warren Buffett 📈 $SPY 👑
Warren Buffett 📈 $SPY 👑@OptionsBuffett·
I’m officially restarting the $1k to $100k Account Challenge for 2025 Tomorrow🚨 This challenge is going to retire dozens and will change lives 💰 Like & comment “Trade” to join! ❤️ (notifications must be on 🔔)
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