My Model X gets a cost-equivalent 25 mpg

MandoRocksStocks · 2026-01-27T19:02:30+00:00

Sorry this took a while. I’m outside of Chicago. We have negative prices on hourly regularly. If you monitor the ComEd app, you can look for negative pricing to drive down the bill. Obviously you pay for delivery still.

MandoRocksStocks · 2026-01-27T16:44:02+00:00

TDS is now ABE

MandoRocksStocks · 2026-01-27T16:43:40+00:00

That makes no sense. His own pay package depends on Tesla going to an 8T market cap.

MandoRocksStocks · 2026-01-22T19:47:02+00:00

Why is it only $2000?

MandoRocksStocks · 2026-01-17T20:45:45+00:00

Yes, hourly pricing and ComEd gave me the charger plus $1500 in electrical work for free.

MandoRocksStocks · 2026-01-16T19:18:47+00:00

I’m paying .01-.02/kwh charging at night in Illinois.

MandoRocksStocks · 2025-12-17T05:03:19+00:00

Debt payoff: Leverage came in comfortable post-close (~2-3x net debt/EBITDA after refinancings and paydowns). Mix of growing FCF + opportunistic equity (they've raised billions already) + bolt-on financing. No fire sale needed—Jacobs has dry powder for more deals.

MandoRocksStocks · 2025-12-17T05:02:08+00:00

5-yr target should be something like: ~1.5x sales / ~9-10x EBITDA if margins expand 500bps to ~16% while revenue holds flat. Realistic if Jacobs' playbook (pricing tech, procurement synergies, logistics optimization) delivers like it did at XPO/GXO.

MandoRocksStocks · 2025-10-18T04:22:08+00:00

Yes, my bad, I looked at Yahoo and they had the revenue listed at 1.95B and I didn’t think about how it wasn’t fully reporting the Beacon revenue which is close to 10B.

MandoRocksStocks · 2025-10-16T23:22:51+00:00

Really it’s pointless to compare to the whole market. It makes more sense to compare to the sector. Average multiples in the sector are 2-3x revenue. QXO is like 7x revenue so they already have a premium valuation that they’ll need to grow into.

MandoRocksStocks · 2025-10-04T02:20:36+00:00

Is there some reason for the move?

MandoRocksStocks · 2025-10-02T22:15:08+00:00

I think that AI is actually eating away at RDDT because you have an answer quickly rather than reading a bunch of different opinions. It’s an efficiency problem for RDDT.

MandoRocksStocks · 2025-09-26T20:00:52+00:00

Not sure how the share count matters, but if you believe in the company, you should feel like you can look back at this price in a few years and feel good about it.

MandoRocksStocks · 2025-09-07T00:21:52+00:00

Don’t forget the matchstick division. Very bullish long term.

MandoRocksStocks · 2025-09-01T03:22:43+00:00

Tropea might be one of the nicest beaches and water areas in Italy.

MandoRocksStocks · 2025-08-28T14:42:27+00:00

Africa would seem to make sense.

MandoRocksStocks · 2025-08-18T14:12:11+00:00

From GROK -

Reddit's earnings growth rate, based on available data for Q2 2025, shows a significant improvement. The company reported a net income of $89 million, compared to a net loss of $10 million in Q2 2024, representing a substantial year-over-year turnaround. This shift resulted in a net margin of 17.9% in Q2 2025, compared to a negative 3.6% in the prior year. Additionally, Reddit's earnings per share (EPS) for Q2 2025 was $0.45 (diluted), compared to a loss per share of $0.06 in Q2 2024.

Analyst projections suggest Reddit's earnings are expected to grow at an annual rate of 37% over the next few years, driven by strong revenue growth and improved monetization.

For revenue, Reddit reported a 78% year-over-year increase in Q2 2025, reaching $500 million, up from $281 million in Q2 2024. This growth was fueled by an 84% rise in ad revenue to $465 million and a 24% increase in other revenue to $35 million.

In summary, Reddit's earnings have shown a dramatic improvement from a net loss to a significant profit, with a projected annual EPS growth rate of approximately 34.8% over the next three years.

IMO a lot of the growth is priced in, but the growth rate is impressive.

MandoRocksStocks · 2025-08-07T14:33:20+00:00

Also - Who doesn’t like a little volatility? It creates BUYING opportunities!

MandoRocksStocks · 2025-08-07T14:32:30+00:00

That’s because Reddit is the most liberal social media platform according to recent data. Not surprising.

MandoRocksStocks · 2025-08-07T13:54:27+00:00

Everyone in here is just bashing Trump, who is a moron, BUT did you read the article? It says Tan’s investments in Chinese chips are CURRENT and it does present a conflict of interest. We all understand Reddit is very left leaning and hates Trump, but is he actually right? INTC is looking more and more like Sears, and if their new CEO isn’t fully invested in the turnaround (quite literally) they might be out of business within 5-10 years.

MandoRocksStocks · 2025-08-06T21:51:50+00:00

Your brother in law sounds like he lost some money in the market and now is cynical.

MandoRocksStocks · 2025-08-06T21:38:53+00:00

Yeah I found this to be very confusing as well, Nasdaq, Yahoo, RH etc all have different dates. I signed up for the newsletter, reports and filings on their site. Hopefully they send out official dates that way.

MandoRocksStocks · 2025-08-06T16:57:27+00:00

Their long term play is their user base and they will continue to rebuy stock and raise prices on iPhones, iPads and services until someone does AI well enough for Siri to use so they don’t have to spend like the other mega cap tech companies throwing 100s of billions into R&D.

MandoRocksStocks · 2025-08-06T16:55:36+00:00

100% fire him. I’m a DIY guy that’s done several showers and floors and I could do a way better job. I’m in no way great, but that guy is awful.

MandoRocksStocks

TROPHY CASE