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Investment Ideas / Re: TSLA - Tesla Motors
« Last post by Investmentacct on Today at 06:01:48 PM »
"Sure. You are right. When you keep building what was out there for past 100 years, probably no overtime is required where rate of innovation is close to zero , and let those CEOs sleep peacefully. Once those once comfortable CEOs wake up, will find dream/sleep was better. "

Last time I looked, Tesla only had 18% of global market share for EV's.

When I read your statement, it feels like they are the only ones making them or the only ones participating in that revolution.

Is BAIC's CEO sleeping on the plant floor with them having close to the largest market share and 90%+ growth vs 30%+ for Tesla?

What about Carlos Ghosn making the Nissan Leaf which is again to my knowledge still the number #2 seller globally just  behind BAIC EC?

Cardboard

Your point is correct. Agree with you  They are not only one in EV game. They started or pioneered EV game. And, kind of realizing goal of accelerating world's transition towards sustainable energy.

 If seeing Tesla from System standpoint below points can be cross compared with other EV solutions:
 Superchargers solutions and network availability and fastest chargers on market
 Complete IOT car platform with OTA
 Full remote climate control
 Car tracking solution with UBER level of accuracy
 Most advanced and longest range battery solutions
 Semi autonomous system with no-lag human/system control exchange
 
List can go on and on and there are OTAs which make things better on regular updates. not counting 0-60s other nuances.
 
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General Discussion / Re: Top 5 Best Restaurants
« Last post by Gregmal on Today at 05:09:16 PM »
Haven't been there in a while but Southern Hospitality in NYC was always a favorite. Hunt & Fish Club is my wife's favorite; food is great, the atmosphere is cool and you always run into famous people. I'm a burger and Bud Lite guy though so not my first choice. Never had a bad time though.
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Investment Ideas / Re: CHTR - Charter Communications
« Last post by vinod1 on Today at 05:02:11 PM »
I am in US. :)

Unlimited plans are catching on but most of the people I know are still on limited data plans. Limited sample size.

Vinod
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Investment Ideas / Re: CHTR - Charter Communications
« Last post by dwy000 on Today at 04:23:45 PM »
Once you have 5G on mobile devices, I would think that usage can shoot up 100x current levels. Many people might be willing to pay up for unlimited wireless downloads.

Can 5G meet the needs of mobile users if usage does increase 100x and still have enough bandwidth to meet wireless internet to customers?

Vinod

I dont know.  When I hear of increasing bandwith 100x, I think to myself the Clayton Christensen idea of how established players often over innovate in an area where customers needs are already fully satiated.  I think most people can't find use for the bandwidth that they already have.

Let me explain what I was trying to get at.

Currently most people have about 1 or 2 GB data limit  per device on their mobile plans (roughly a 8 GB plan for 4 devices in family). But people use up 200 GB to 500 GB per family on their Internet service.

Often people wait until they have a Wi-Fi connection to watch videos, etc. that require high bandwidth. If 5G enables mobile carriers to offer very high data limits, then it is likely that people would be using up a whole lot more data.

So using up 50 GB to 100 GB data per month on a mobile device is not really that big of a leap. Hence my question.

Thanks

Vinod

That might be a Canadian thing.  Unlimited is pretty much the new norm in the US (yes, you can get cheaper limited plans but most of the carriers compete on the basis of unlimited).
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General Discussion / Re: Top 5 Best Restaurants
« Last post by EdWatchesBoxing on Today at 04:15:37 PM »
The Keg is a luxurious enough experience for me. That's fine dining for me. I like to think that I am getting back a little of what I pay for as an FFH shareholder :)
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Investment Ideas / Re: ALS.TO - Altius Minerals
« Last post by linealdin on Today at 03:51:04 PM »
https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2558-tsx-venture/sic/47347-sokoman-iron-receives-revised-moosehead-modeling-multiple-targets-proposed.html

Sokoman receives new mineralization model for Moosehead Gold. 2000 meter, 20 hole drill program planned to start in late May. Drill holes will have new orientation to optimally test the mineralization.

Drilling will start with confirmation of historic results, then deeper drilling (beyond 150 meters), then a few pure exploration holes.
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General Discussion / Re: Top 5 Best Restaurants
« Last post by LC on Today at 03:43:06 PM »
You're in NYC right? Jungsik, Junoon, Blue Hill/Stone Barns, Dovetail were all really good IMO. Jungsik was especially good I thought. Aska I wasn't totally crazy about. Want to try Aquavit. Always helps chatting up the som or bartender, you can get some industry recommendations that are usually good.
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General Discussion / Re: Top 5 Best Restaurants
« Last post by BG2008 on Today at 03:20:44 PM »
I'll tell you...food is one of my favorite things to spend money on. Cars, clothes, etc...I don't really care. But damn do I love food (this is the fat Italian kid in me talking).

I would say, some of the 3 star spots that have had 3 stars for a while...they can be disappointing. Per Se served me a piece of salmon that may have been a salt lick. After you've gone to the established places, I find there's more joy in checking out 1 or 2 star spots that are fighting for that next star, or places that are working for their first star. IMHO these are the people trying a bit harder and putting out good stuff while being really creative.

So what are those 1 and 2 stars that are fighting for their stars?
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Fairfax Financial / Re: Fairfax 2018
« Last post by chrispy on Today at 03:12:26 PM »
Prem stated that the recent toys r us Canadian locations were more successful than the US locations. Does anyone on the board have recent experience with the toys r us stores in Canada?
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