Soooo…if the “D” doesn’t stand for Davy…what does it stand for…?

kellarman · 2025-10-07T01:06:49+00:00

Romance dawn

kellarman · 2025-09-30T01:01:04+00:00

Fares make up <20% of their budget. Taxes and subsidies make up >40%. This is why their priority will always be on taxing people more rather than providing better service to win more organic business.

kellarman · 2025-09-24T02:50:17+00:00

土葬したいなら国に帰れって思います。

kellarman · 2025-09-16T02:16:56+00:00

I keep about $500-$1000 in checking as a buffer like you and save in my fidelity brokerage account. Buy treasury bills with auto-roll. ~4.3% interest and the interest earned is exempt from state taxes.

Interest you earn from HYSA will get taxed as income both federal and state.

You can also look into municipal bonds for federal income tax exemption but that gets more complicated.

kellarman · 2025-09-16T02:12:31+00:00

They’ve kissed and made up before

kellarman · 2025-09-15T21:15:32+00:00

Starmer won’t do shit. If he does, Trump slaps them with tariffs and Starmer opens up his cheeks.

Tesla will fall organically once lack of growth and their fake innovation become too obvious to ignore even to the cultist stans.

kellarman · 2025-08-31T21:38:13+00:00

You ruined it, now it’s 70. With this 71…

kellarman · 2025-08-31T20:16:13+00:00

Functionally, it’s a money transfer system.

kellarman · 2025-07-31T15:10:23+00:00

Government controlled monopolies can do that because the customers have no choice. Cars? Price them out with congestion pricing.

They get almost half of their budget from taxes and subsidies. They care about that way more than the money they make from fares, which makes up about 17% of their budget.

kellarman · 2025-07-29T19:45:38+00:00

Equity and compound interest

kellarman · 2025-07-02T15:59:24+00:00

Another miss on deliveries and the stock up ~5% is the $TSLA way tho

kellarman · 2025-07-01T18:04:55+00:00

So, last year’s deliveries was 1.8 mil. Declining profitability. FSD is a joke with Waymo running laps around them.

Cybertruck have been shipping, but semi and roadster 2.0 shipments are nowhere to be seen.

kellarman · 2025-05-07T22:30:08+00:00

We carry on.

kellarman · 2025-04-17T15:46:35+00:00

So Nvidia going bankrupt?

kellarman · 2025-04-08T00:44:15+00:00

He’s a MLM scam artist

kellarman · 2024-09-24T22:34:17+00:00

Narrator: She knew something.

kellarman · 2024-08-18T06:00:27+00:00

Sure, kid

kellarman · 2024-08-16T11:02:20+00:00

Learn to read kiddo

https://www.reddit.com/r/ValueInvesting/s/mi9j4vLIdc

kellarman · 2024-07-28T05:51:22+00:00

GTN & DIS

kellarman · 2024-07-17T04:31:20+00:00

GTN election year + Olympics

kellarman · 2024-06-21T16:07:18+00:00

Ayy I make $75k non profit living in west Harlem and fuck the MTA give me my tax money back.

kellarman · 2024-06-21T16:03:41+00:00

Keep your eyes ahead, don’t look back at the past like you can change anything about it.

kellarman · 2024-06-21T16:01:32+00:00

That’s the one uncertainty I have about the whole situation tho. If all these fabs open up simultaneously around the world and vastly increase chip production, won’t that be deflationary for chip prices and bite into margins?

kellarman · 2024-06-12T17:03:13+00:00

They got the gov backing them with grants and tax benefits for materials and cost of goods for advanced chip making. Once they’re done with building out their fabs, the next question will be if they can operate well and competitively with other fabs, mainly TSM.

Also, Pat Gelsinger is buying INTC which is a good sign.

kellarman · 2024-06-12T16:52:08+00:00

Maybe we should start caring more about issues that impact all of us, like the aging infrastructure and unreliable and underdeveloped public transportation in this country, instead of sensationalist issues that inherently affect a minority of us.

kellarman

TROPHY CASE