Tom (@Haltonn) header
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Buyside Equity Analyst | Christian | LTFC | 7957699

Bucks boyy
Joined November 2012
Photo by Tom (@Haltonn)Photo by Tom (@Haltonn)Photo by Tom (@Haltonn)Photo by Tom (@Haltonn)Photo by Tom (@Haltonn)Photo by Tom (@Haltonn)Photo by Tom (@Haltonn)Photo by Tom (@Haltonn)Photo by Tom (@Haltonn)Photo by Tom (@Haltonn)
If SK Hynix is not on the phone with Sydney Sweeney right now to launch a new ad campaign we must go activist on them. This is the only way.
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I personally would slightly prefer if the $CENX Oklahoma smelter gets delayed or even cancelled, as it means more capital return, especially at today’s prices Can’t wait to see run-rate EBITDA in Q4
Timna on $CENX “early innings of broader FCF rebound.” “Hugely undervalued” at 1.5x their ‘27 EBITDA. $83 PT at 4x! Direction of numbers up, delta to street up, and lots of multiple rerate room imho
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$ODD one of those businesses where if you took time to understand the issue, and understood the risk-reward from it, it was a no brainer
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Replying to @KobeissiLetter
This is a fantastic development, now imagine if we kept it for Americans only. I don’t get why we create tools to get our civilization far ahead of the world and then we give it to the rest of the world so that they can catch up. Entirely stupid.
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everyone gets ready
🚨🚨| NEW: Jude Bellingham faces 𝐒𝐔𝐒𝐏𝐄𝐍𝐒𝐈𝐎𝐍 𝐑𝐈𝐒𝐊 that could rule him out of England's World Cup semi-final. Harry Kane is clear…Bellingham's bookings record puts him on the cusp of an automatic ban. 🟨🏴󠁧󠁢󠁥󠁮󠁧󠁿 [@SkySportsNews]
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You can see Bostock’s finger flex back. Clearly touched it.
The ball clear as day deflects off Bostock’s right fingers after hitting Fifita. There are no other hands anywhere near it and it changes direction mid air apparently according to the bunker. Absolutely farcical.
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FIFA's own rules dictate that if a government tries to intervene in a disciplinary matter - that team is disqualified. Not happening to the USA though, despite trump making that phone call. Wonder why. 🤔 Fuck Trump. Fuck Infantino.
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Iran couldn’t get visas. They didn’t intervene. A Somalian referee couldn’t get a visa. They didn’t intervene. Fans of Muslim countries couldn’t get a visa. They didn’t intervene. Ronaldo got a red card. Intervened. USA player got a red card. Intervened. F*** FIFA. Corrupt.
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JUST IN: Uganda’s military chief demands $1 billion from Turkey & “the most beautiful woman in that country for a wife,” threatens to close embassy if demands not met.
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“we use bloomberg here, potter. not yahoo finance like your friends the weasleys. they’ve probably never even seen a terminal”
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Claude to literally every business model on the planet
BREAKING: IBM stock, $IBM, falls over -10% after Anthropic announces that Claude can streamline COBOL code. It’s becoming increasingly clear how pivotal the times we are in right now truly are.
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dating in NYC is wildddd matched with a guy he works in finance i asked for some insider trading tips he gave me the name of a company that was about to announce a major management change he failed the test i blocked and reported him only looking for a guy who takes compliance seriously
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Live look at Michael Burry nitter.gq/ColeIsKing_/status/191…
Live look at Michael Burry
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THAT WINNING GOAL!! 🔥
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Paul Pogba should have been included in all timer conversations. What could have been!
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“9-5 banking job”
My #1 regret in life: I wish I didn't waste my 20s slaving away at my 9-5 banking job. 10 pieces of brutally honest career advice that I’d give to my younger self (so you can avoid my failures):
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‘I know nothing about the Royal family but I’m sad they aren’t kicking out non-whites’
I have always been a Royalist but since the Queen has gone (god bless her) I see no point in the Royal Family as King Charles can see how bad this country is getting but he just sits back & allows it. He could do something but chooses not to. He is part of the club that we are not in.
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We apologise They blame us We get double the fine they do Makes sense to me #FuckTheFA
This from the independent Regulatory Commission: "The incident was short-lived. We note also LTFC's apology. It is disappointing that no such apology was forthcoming in the submissions of SAFC, whose submissions were largely focussed on placing blame at the door of LTFC.”
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