Noah Halfon
7 posts

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

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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