OCtoSV's latest activity

I spent 4 years co managing a $1B mfg P&L and hoped to never wrangle with ROIC and WCC again once I got back into software - you just...

Doesn't matter. You want your Return on Invested Capital (ROIC) to exceed your Weighted Average Cost of Capital (WACC) by as much as...

Isn’t Irvine mostly a cash market?

I’m sure it is amazing like so many communities across the South and Texas, but like everywhere outside CA the weather sucks for at...

When I was in SF for RSAC I wanted to take a Waymo but strangely it was priced 50% higher than Uber

Just checked inventory in Newport - $5M and under has 163 properties - that’s a lot. One close to $5M Port Streets house has been...

“Dialing down software investments .” Why? No hope of ever building a team to compete with Tesla - it’s just wasted R&D investment. It’s...

I use FSD 90% of the time and it’s 90%+ autonomous. Sometimes it will mistake a right lane exit only lane as a regular lane but...

Tesla is a good stock for the long term , as is Meta, for a simple reason that’s hard to comprehend for those without a deep...

Growing up in Pasadena I learned the cardinal rule of Southern CA real estate: never buy anywhere near a hillside because we saw them...

We’re witnessing a master class in madman theory-driven negotiation leverage

True. Good coders will be part of the surviving 10%, but look around your office today. Imagine all but 10 or so remaining co-workers...