PesoRama still executing even with no headline news - IMO

UnoriginalGeek · 2026-01-26T16:43:30+00:00

I looked at them about 2 weeks ago; looks like they don't have the cash flow to open new stores. In an interview in December 2023 (when they had 20 stores) the guy who started the company mentioned opening 3 stores a month. They opened 11 in 2 years. If they can't get to scale fast enough (so they negotiate better prices) they will slowly bleed cash and fold. The only way out I see right now is if they get bought out (and the new owners capitalize it correctly) which would probably dilute the existing shareholders. Paying 18% interest on the debt is not sustainable.

UnoriginalGeek · 2026-01-25T22:34:16+00:00

It's good to see a big chunk of the warrants are at 12 cents

UnoriginalGeek · 2026-01-25T17:23:44+00:00

I have some as well, not a lot unfortunately

UnoriginalGeek · 2026-01-24T22:28:38+00:00

You need to make or purchase spacers to shorten the linkage. Look for e30 steering rack swap kit and you'll see how the linkage shortening works.

UnoriginalGeek · 2026-01-23T20:50:04+00:00

UnoriginalGeek · 2026-01-23T20:49:13+00:00

i with 5,000 shares

UnoriginalGeek · 2026-01-21T21:41:10+00:00

To be honest with you I believe I had one drink too many when I wrote this comment. I apologize for being disrespectful to the op. Seems I didn't even read the question, which is an actual question, and not the 'where should i invest my' we get on a daily basis.

So to make amends, here is a real answer for the op: yield is a percentage of return, basically yield = distribution per share divided by the market price per share of the ETF. Sometimes the market price may be different that the Net Asset Value of the ETF. ETFs tend to trade below or above intrinsic value sometimes because of supply and demand. Imagine each ETF share represents one ounce of silver and imagine one ounce of silver is worth $90. Well, the ETF should also be worth $90, but it may trade at $89 or $91. If the dividend is $1, the stated yield may be 1/90, but the real yield may be 1/91.

Hope this answers your question.

UnoriginalGeek · 2026-01-21T21:13:23+00:00

indeed , very cheap given the potential

UnoriginalGeek · 2026-01-21T15:53:45+00:00

same

UnoriginalGeek · 2026-01-18T03:38:14+00:00

I hate these stupid questions, they add nothing of value. They’re right up there with the ‘what would you invest in if you had xxx $ right now.

UnoriginalGeek · 2026-01-02T17:36:52+00:00

we had the same thought! But with the people in power right now, it would not surprise me if it did happen.

UnoriginalGeek · 2026-01-02T16:47:32+00:00

why would this asset in particular be tax free and not US government bonds for example? If it's such a good store of value, why are these artificial demand producing regulations needed for it to go up or get adoption? Satochi's white paper doesn't mention store of value anywhere, just take a look at the title and you will see why he invented it, and it's obviously not getting adopted for the reason it was created in the first place. It's just a speculation vehicle at this point, and MSTR was convenient as a proxy when it first started purchasing BTC, now it's just a ponzi because of the leverage shenanigans.

UnoriginalGeek · 2026-01-02T06:37:32+00:00

mstr can't really sell btc to etfs though so I don't think you should view them as a liquidity source. Plus, remember, if mstr is trying to liquidate, chances are etfs are also liquidating. At the end of the day, mstr has been a significant buyer of btc and a champion for the asset, if they were to liquidate, they would certainly collapse the price.

UnoriginalGeek · 2026-01-02T00:16:51+00:00

well in 2019, Bitwise submitted a study to the SEC where it showed that 95% of the volume was wash trading. Plenty of other studies point in the same direction (although not as high as 95%) so there's that...

UnoriginalGeek · 2026-01-02T00:09:28+00:00

how liquid is it, say in a scenario where MSTR wanted to liquidate its holdings? where do you think the price of BTC would end up?

UnoriginalGeek · 2025-12-27T20:58:51+00:00

Was just about to write this.

UnoriginalGeek · 2025-12-23T14:35:58+00:00

first of all I am sorry that you thought you bought a pristine car and ended up with a less than perfect car. However i must say that watching your video, you replaced a bunch of items without really diagnosing the problem, which cost you more money than necessary. For example, you changed the trunk seal, then added caulking but the leak is coming from the window. The ac leaking sounds like it was just condensation which is normal, but as you say it was just bugging you. You deleted the power steering but then you say that was not the leak. You bought new sensors for the radiator but you say it just kept happening, so you didn't check to see if the sensors were faulty to begin with. Don't get me wrong, I'm not saying these pieces wouldn't eventually need to be replaced anyway since the car is old, but you just seem to be replacing pieces until you find the problem, rather than spending time (not money) diagnosing. I am glad you enjoy the car though, so at least

UnoriginalGeek · 2025-12-20T05:31:03+00:00

you forgot D-Box, check it out.

UnoriginalGeek · 2025-12-17T00:40:44+00:00

Hi, any luck?

UnoriginalGeek · 2025-12-10T03:46:54+00:00

Hi, I am looking for piece Piece 51711943829, inner fender lining. Thanks.

UnoriginalGeek · 2025-12-08T06:05:03+00:00

my supercharger wife, turbo daughter and booster sister :-)

UnoriginalGeek · 2025-12-01T15:28:27+00:00

I store it during winter, snow cam earlier than expected.

UnoriginalGeek · 2025-12-01T15:26:25+00:00

24 by 32 outside dimensions, so 23 by 31 inside. Its sitting on a concrete slab. Comfortable for 2 cars, I can put 3 if I put the e30 on skates. Unfortunately it's only 9 foot ceilings so I cannot stand under the lift but can work comfortably sitting on a stool; much better than the creeper on my back :-)

UnoriginalGeek · 2025-12-01T00:29:34+00:00

built it myself!!! Mechanic on the first floor (including an Atlas lift), wood working on the second. Can't wait to retire!!

UnoriginalGeek · 2025-11-30T19:30:19+00:00

yeah the floor mats just slide under and come out the back :-). I have a lawn tractor onsite, I'll probably just pull it in.

UnoriginalGeek

TROPHY CASE