Search results

  1. 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...
  2. O

    New communities in Portola Springs

    Experts including appraisers will tell you Feb/March is the optimal time to list
  3. 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...
  4. O

    10 BEST UNDERGRADUATE BUSINESS SCHOOLS OF 2025

    Haas is tops for jobs - everyone recruits there and you’re adjacent to Silicon Valley
  5. 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.
  6. O

    Retail Openings and Closures

    It’s from the Bay Area - just a lot of bread IMO. I still haven’t found anything that surpasses Jersey Mikes with the hot pepper spread - just like an east coast deli sandwich
  7. O

    Emory University to become tuition-free for students whose families earn less than $200K annually.

    USC has always been about money, so no, but they also give out more aid than any school, especially merit based . Plus it’s way bigger than Emory - in fact they are the largest private employer in LA County Great news however for middle income families as Emory , Rice and Duke are the 3 best...
  8. O

    ICE or EV?

    The batteries have a 10 yr warranty and in CA there is zero range anxiety given there are Superchargers everywhere
  9. O

    ICE or EV?

    Correct - the legacy US automakers will go bankrupt
  10. O

    ICE or EV?

    I maintain my thesis that Tesla will eventually absorb all legacy domestic automakers - electrification is industry destiny and it’s all about software and materials science. Their moat and head start are intractable for the rest of the industry. European automakers are in an even worse...
  11. O

    Johns Creek ranks #1 Best Place to Live by U.S. News & World Report

    Pretty interesting list. Weather doesn’t seem to factor in at all. Also bizarre the only CA listing is Bay Area (both SF and SJC) with the highest avg income and median sale price in the country compared to San Diego with much lower housing cost and great weather. Also interesting that Naples...
  12. O

    The Asian Population in Irvine in Percentage wise Peaked at 45.6% and then stayed stagnant for the last 15 years. Why?

    Los Al is nice, kind of Mayberry-ish with the best seafood restaurant in the County (Los Al Fish Co). I would choose Rossmoor over most of OC, and so close to so many beaches
  13. O

    Johns Creek ranks #1 Best Place to Live by U.S. News & World Report

    A “B” for weather in GA year round is massive grade inflation
  14. O

    Toyota moving to Texas

    The difference in visible police presence between Silicon Valley communities and South OC is stark. Burglaries are widespread in nice areas up there. It’s a problem.
  15. O

    Toyota moving to Texas

    West Hollywood vs Hollywood = night and day
  16. O

    Toyota moving to Texas

    We recently stayed at The London to see Ace Frehley across the street at The Whisky and that part of Sunset Blvd was nice and felt safe. So many cool bars - had the best cocktail of my life replete with gold leaf at the roof top pool bar at The Edition.
  17. O

    2025 Top Public Colleges & Universities

    UCLA and Cal are cradles of leftist ideology, especially anti-semitism, and will be forever changed after the Trump administration is through with them. By contrast USC saw things heading that way last year with their encampment and called in LAPD to crack heads and forbade the antisemitic...
  18. O

    How low can we go? 30 yr fixed at 3.75% with no fees...

    Definitely - dropped the payment almost 10% so less than 1 year payback for the 0.25 pts
  19. O

    How low can we go? 30 yr fixed at 3.75% with no fees...

    what loan officer would allow that on the application is the question I keep asking. As an aside I just locked a 5.99 30 yr conforming refi on the LN house Martin helped us buy last March at 6.5. 0.25 pts
  20. O

    President Trump

    I’ve mentioned this anecdote before but worth repeating: in the early 90s I played a lot of hoops at Heritage Park, evenings and weekends. Incredible hoops scene - best I’ve ever experienced. Lots of brothers. One Saturday the crowd got huge, with girlfriends and drinking etc. The next morning...
Back
Top