Recent content by OCtoSV

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...

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

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

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.

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.

This is like CMGI at $500 in 99 - GF Theory live experiment

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...

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...

That would be Whitney High by momopi

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

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.

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