Recent content by daedalus

A stock with a P/R of 200? No thanks.

Long on smarts but short on wisdom. Well, let's hope he's a lot wiser now.

Apparently El Tarasco.

New job? How did you go from 30k miles in 6 years to 950 miles in 2 weeks? I've always abhorred commuting, viscerally. I would almost rather live in a van under a bridge near work than have to commute and my first house was proof. But it's likely when I retire I will have never lived...

I can't see how SNDK isn't going to completely blow the doors off earnings coming up next week. SD card prices are up, what, 4x or more from 1 year ago? Maybe it's all contracted and distributors are raking in the profits...I don't know how the supply chain works. But at the retail level...

I won't say too much. It's not winning if you're not competing. ULA hasn't been in favor in many years. I'm aware. Somewhere near the far left end of the flat line is where I would have been.

Man it's a good thing I didn't take that job they offered me way back when, cause now I don't have to sit and watch the options I would have been granted fall in value during lock-up by 45 million dollars to date from its all time high.

My prediction is shaping up pretty well too.

They're worth $300B if we adhere to just a thin veneer of feasibility and reasonable valuation. They're a monopoly due to favoritism, which is fickle. Peter Beck has all the passion and none of the distractions or the baggage that Elon does.

^Those are perfect for road trips with routine access to utilities, or for short camp outings. Awesome if you're the frequent weekend-getaway-to-touch-sand-and-granite type. The biggest limitation when going off grid is water. It's easy enough to carry enough propane and gasoline to last...

Why stop there? With 2-way data, in theory Sacramento could brick your car remotely based on extended O2 sensor readings or if you don't get that check engine light or recall sorted quickly enough. I'll keep holding on to my 1991 Honda and my kit car just in case....

It's a tradeoff. For just a couple days out a big camper is not worth the effort and stress required to get there and back. I've never had to change the sheets on a sleeping bag or vacuum a tent. Backing a large trailer down a driveway in a residential neighborhood is a skill I'm developing...

My low tech tent is peppered with tiny holes where floating embers from the nearby campfire landed on it after the wind shifted a bit. How would an inflatable tent handle that? Can't say how many nights I've spent in a 1-person pup tent (nylon coffin) while camping with the Boy Scouts, yet...

Google says ~400 miles per tank. I remember last year they had an absolutely amazing deal on those...a floor-clearing initiative, losses be damned. I looked into it just because I love a good deal, and the closest refueling station to me was a couple towns over. I drive maybe 800 miles a year...

Probably just means they'll be overvalued by $3.4T rather than $1.7T. :D