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  1. 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
  2. O

    ICE or EV?

    I’ve been saying EVs would bankrupt Porsche and here we are - basically a break even business right now. Sad.
  3. 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.
  4. 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.
  5. 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.
  6. 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
  7. 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 .
  8. O

    Admissions into UC broken down by schools

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

    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...
  10. O

    New Detached Condos Coming Soon at Los Olivos

    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.
  11. O

    ICE or EV?

    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...
  12. O

    New HMART Opening in Orlando, Florida

    a miserable summer = a miserable life
  13. O

    President Trump

    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.
  14. O

    President Trump

    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.
  15. O

    ICE or EV?

    I predicted this if you go back in the thread. EVs will bankrupt Porsche as there is no way they can ever compete in software and materials science with Tesla, which are the 2 IP vectors that matter for EVs. They should stick with ICE and hybrid like RACE...
  16. O

    New communities in Portola Springs

    Experts including appraisers will tell you Feb/March is the optimal time to list
  17. O

    ICE or EV?

    As of Q2 2025, Tesla holds an 8.8% market share in the California car market, placing them third behind Toyota (17.3%) and Honda (11%). They’re responsible for a big dip in legacy luxury auto sales - the numbers prove it. Moreover the driving experience is insane and most people charge at home...
  18. O

    10 BEST UNDERGRADUATE BUSINESS SCHOOLS OF 2025

    Haas is tops for jobs - everyone recruits there and you’re adjacent to Silicon Valley
  19. O

    Left Wing Violence

    We used to live not took far from there. The names are pure New England - a French Canadian killing an Italian . Anti semitism is a brain rotting virus prevalent among the young today.
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