Recent content by Thunder Good-Oil

I’ve never owned one or the stock, but Toyota (TM) is a really well run company. I don’t know how directly correlated it is with the overall Japanese economy, but after a few decades of Japan’s sluggish growth they seem to have figured out how to manage their huge national debt and awful (aging)...

RACE has surprised me. I think it’s up about 10x in 10 years. They benefit from a small production run of about 15,000 vehicles annually with a multi-year waiting list. 3,000 billionaires got to buy something with their trillions. P/E is around 50x. I’d guess it’s more like a sideways stock...

CVNA has twice the market cap and twice the earnings multiple of KMX.

As far as car/truck retailers, IMO CarMax has a terrific business model while Carvana is smoke and mirrors and is controlled by a shady family. Carvana shareholders are benefiting from the mother of all short squeezes (at least since meme stocks). A couple of years ago I looked into Carvana...

The thread title isn’t transfer targets. No doubt the dots can be connected from the Edey comments to portal or transfer activity. When there’s a signing there will be new threads on it. You can relax and ignore this 2024 Transfer Portal thread and instead look for new signing announcement...

Edey has generational size but didn’t know how to take advantage of it right away. I don’t think he necessarily gets a special whistle. I think that he’s learned how to adapt to how refs make calls and exploited it the last 2 seasons.

Funding all of those campaigns didn’t do chit since everybody pays too much tax. Sales. Income. Payroll. Usage. Excise. Property. Etc. The government and elected officials need to get as creative on the spending side of the ledger as they are at creating the endless schemes to take more and more...

68, 265 Group A (pick 1) Xander Schauffele Group B (pick 1) Lucas Glover Group C (pick 1) Shane Lowry Group D (pick 1) Cam Davis

So there’s zero tax when $999,999 of Boeing stock is traded and another $999,999 is traded? Taxing the wealthy exclusively is simply an envy tax that gets votes for the rich liberal politicians that talk about it. Individual income tax is already progressive and is overwhelmingly paid by the...

The SJIM and LJIM Cramer short and long ETFs were closed in January after 11 months.

$1.3 million at Arkansas. That might be a million more than UT was willing to pay.

isn’t the math on them that they won’t let the winners run and they throw more capital at the underperforming equities?

They might make sense right now. Take the Mag 7 out of S&P and QQQ returns over the last year or 2 and those averages are far off of their results. There seemed to be a rotation into other names before the pull back over the last couple of weeks. The M7 seems tired. Although GOOGL did pop 10%...

I’d reckon that her handlers had her put it out there in order to gauge if she stands a chance as a VP candidate. She wasn’t going to be able to hide it and if it surfaced in the middle of the 2024 stretch run it would be a disaster. She might garner enough support to keep on being the governor...

It also outs those that believe the government shouldn’t be trying to control **** that they don’t have any business with.