Recent content by OCtoSV

  1. O

    Is this house super overpriced?

    I’ve got a controversial POV: people are getting wise to what a PITA living in Laguna Beach actually is, and memories of the 93 fire remain. Old infrastructure with many homes having sewer issues. Ingress/egress sucks. If I had a $5M budget and wanted to live by the beach it would be Niguel...
  2. O

    Obamacare

    What’s funny but a real problem is the healthcare cost debate never touches on the true cost drivers: physicians and nurse and hospital compensation / pricing. AMA is a cartel and Congress works with them to limit the number of residency slots, which haven’t been increased for a long time...
  3. O

    Moving to Irvine for Middle/High School: Feedback requested

    That would be Whitney High by momopi
  4. O

    Are offers coming in?

    Market is brisk for sub-$2M in South OC
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    Moving to Irvine for Middle/High School: Feedback requested

    Uni High is the ultimate pressure cooker high school in Orange County. If they’re of superior IQ and work ethic it’s perfect, but can also be a prison for the average achiever.
  6. O

    Stock picks

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

    ICE or EV?

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

    Oil

    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.
  9. O

    Oil

    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.
  10. O

    Tustin Marketplace, Tokyo Central, Diho Bakery, etc.

    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.
  11. O

    EV/Plug-in/Other vehicles

    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
  12. O

    EV/Plug-in/Other vehicles

    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 .
  13. O

    Admissions into UC broken down by schools

    I don’t think UCLA or Cal accept transfers into impacted majors
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    New Detached Condos Coming Soon at Los Olivos

    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...
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