OCtoSV's latest activity

But also big boy stress. I hope you live longer than the average money mgr.

Many Chinese nationals at USC when I was there were children of “high party officials” , told to me by a Chinese national whose parents...

Unless they’re at the top of their class in IUSD they’ll be lucky to get into Cal St Fullerton if they have an Asian last name.

I would argue cash buyers are impacted far more than individuals that actually took a mortgage. 10% drop is the full 10% if bought in cash.

Any debt affordability is at the margins in the current rate environment and if equity component of t-comp is down you notice it.

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...