Recent content by OCtoSV

  1. O

    ICE or EV?

    Well, classic cars took off over the last 15-20 yrs. You could buy an old air cooled 911 in the 2000s for less than a third of their current prices. I met Richard Rawlings at an SFO bar years ago - he was flying home from Concours D’Elegance at Pebble. Everyone kept coming up to him and buying...
  2. O

    ICE or EV?

    Classic cars have been a home run investment that I equate to BTC - a symptom of excess Fed-fueled liquidity. All the muscle cars in my high school parking lot are now worth $100K+ and sitting on some dude’s garage turntable
  3. O

    ICE or EV?

    ST2 Wrath of Khan is the crown jewel of all Star Trek media - well done
  4. O

    ICE or EV?

    what Elon created is so incredible I have no problem with some of my tax dollars, otherwise totally wasted, going towards development of technology that has been life changing. My car drives me everywhere, and until you make that leap you don’t understand how liberating it is.
  5. O

    Stock picks

    Dan Ives on Bloomberg Surveillance yesterday called META a “table pounding buy”, calling Zuck a “wartime CEO” assembling infrastructure at a blistering pace. Many in the Valley have always said META has the most engineering talent stockpiled and could build anything they wanted.
  6. O

    New Detached Condos Coming Soon at Los Olivos

    This is like CMGI at $500 in 99 - GF Theory live experiment
  7. 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...
  8. 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...
  9. O

    Moving to Irvine for Middle/High School: Feedback requested

    That would be Whitney High by momopi
  10. O

    Are offers coming in?

    Market is brisk for sub-$2M in South OC
  11. O

    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.
  12. 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
  13. O

    ICE or EV?

    I’ve been saying EVs would bankrupt Porsche and here we are - basically a break even business right now. Sad.
  14. 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.
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