Recent content by OCtoSV

20+%YoY rev growth at a 24.5 PE in a 1.7T market cap - I’ll buy that all day long

I’ve been saying EVs would bankrupt Porsche and here we are - basically a break even business right now. Sad.

100%, but the physical limitations and burdensome regulation those policies have imposed on refineries are intractable in the near term - we are certainly on the road to $10/gal gas within the next 3-4 yrs. Bank on it.

Nice flex

Oh, we’ll have $10 / gal gas here soon. All the energy development will be sucked up by datacenters and without a pipeline into the state the physics of transporting the oil and limited refining capacity make me glad I went EV a few years back.

Ralph’s is so ghetto - I never go there. Fortunately here in LN we also have a giant Pavilions, Whole Foods, Gelson’s and a couple decent Albertsons. Have not seen what you describe at another store. Perhaps Irvine’s proximity to Tustin and SA draw the deplorables.

None - all Range Rovers, Bentleys, German usual suspects. I think I did see a Taycan now that you mention it - should have a sign on it denoting fastest depreciation in history

I went to a party at Newport Beach CC the other night and was shocked to see zero Teslas in the parking lot - so different from my old club in San Jose. I freaked everyone out at the end of the night with Summon .

I don’t think UCLA or Cal accept transfers into impacted majors

What is the criteria for a HOPE scholarship? I have a buddy who was the Georgia STAR pupil in the late 70s from a small town his dad basically developed called Toccoa. I guess this was some kind of statewide academic recognition. He did a 5 year undergrad/MD at Emory on a full ride, maintaining...

Your analogy is flawed in that GA Tech lets in 3.0 students whereas USC Marshall likely had a handful of 3.0 extreme DEI admits so the competition level at USC will be much higher and grading at USC is brutal.

Had my M3 Performance serviced today - tire rotation, cabin air filter etc. had a brake squeak after reversing however guidance was after “only” 52 K miles it was just dirt buildup on the Brembos - I was concerned about warped rotors. What performance car has brakes looking nearly new after 50K...

a miserable summer = a miserable life

The Dems are being hopelessly out maneuvered - who is their “Terminator”? Between Trump, Thune and Johnson leading the show it’s like a major league team playing a low A-ball team.

Proper English = “caused an allergic reaction” I was blown away he didn’t apologize for his lie . I predict a MAGA boycott of all Disney entities that will flush him out.