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NoName

Burnt Ends
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Posts posted by NoName

  1. 52 minutes ago, ConferenceRoom said:

    Why not Bottas back to MB?

    personally, i don't think BOT is a better driver in 2025 than either PER or SAI. don't think he scores as many points in the same seat as either of those dudes do

  2. 1 hour ago, BigDHornfan said:

    wonder if any of those dudes come back.

    guessing they burned bridges - and that locally they don't want to touch any of them with a 10' pole

    ...but if you bring back Mike Siriois, he's immediately the second best voice on KTCK between 10 and 3 and maybe the best if you don' like Donnie

  3. On 4/22/2024 at 10:43 AM, Brisketexan said:

    So, some friends brought these over last week…and they’re maybe the best store bought tortilla chips I’ve ever had. Super crunchy, but not hard/tough, and a perfect saltiness. My wife and I are both sold - these will be our go-to chip going forward.

    ebe29cda10bfc17251337a39ec4b1a75.jpg

    bumping this to say i agree totally. these are fantastic

  4. also, updated drivers list for next year

    ek242n95euwc1.jpeg

    thoughts:

    • SAI ends up in the 2nd Red Bull seat with a 1 year contract, ends up at Audi in 26 or does well enough for RBR to pay him to stay.
    • MB: soft landing for a 1 year deal for PER?
    • Stroll is back at AM for one last ride before his father sells enough of a stake that they can make the decision to replace him "my hands were tied Lance!"
    • Gasly stays at Alpine, and Ocon fucks off to Formula E, does shitty and we never hear from him again. Alpine does something weird with the other seat - BOT? PER? more likely is they just keep their all French combo, which i hate
    • Williams re-signs Albon to a 1 year deal, adds Kimi Antonelli to 2nd seat.
    • whoever finishes better, Yuki (probably) or Danny Ric (less likely) keeps the VCARB seat with the other going to Lawson
    • Kick ends up with someone to keep the seat warm for 1 year for SAI - Danny Ric? BOT? PER?
    • Haas ends up with something like Ollie Bearman + an experienced driver like BOT? or they cheap out and keep KMag for another year. let's be honest they probably do that because Gene Haas is a cheap SOB. maybe they double up with young guys and have Pourchaire? or Zhou as the pay driver (you just know Gene wants to break into that Chinese market)

    so you have

    • RBR: VER and SAI
    • MB: RUS and PER?
    • FER: LEC and HAM
    • MCL: NOR and PIA
    • AM: Stroll and ALO
    • Alpine: GAS and BOT? Ocon?
    • Williams: ALB and Kimi Antonelli
    • VCARB: TSU and LAW
    • Kick: HUL and RIC? BOT?
    • Haas: Bearman and Pouchaire? KMag? Zhou?
    • Hook 'Em 1
  5. 1 hour ago, dieucla98 said:

    Nooooooo, we need Bottas! He's the most entertaining part of F1 these last three years.

    I'm assuming Zhou is safe given the Chinese audience he brings. 

    BOT has smoked the hell out of Zhou, something like 33-16 in quali as teammates and has 5-0'd him this year.

    if people are fired up about shitty drivers, then they need to get worked up about Zhou. He is the definition of a pay driver at this point - he won the F3 asian championship in the year he was in F2 where he finished third, outside of that never won any series, highest ever f1 finish is 8th, then 2 10s then 3 9s for a total of 12 points across 2 full seasons and 0 points so far this year, has more retirements across 2 full years -  8 - than he does points finishes - 6. he clearly ain't shit.

    people want to shit on Danny Ric, but he had the same # of points in 7 total races last year as Zhou had in the largest F1 calendar ever.

    if we are talking about getting folks out of F1 who are not very good to make way for some of the new blood, Zhou is down there with Logan Sargeant, KMag, Danny Ric, etc at this point.

    i hope BOT sticks around, one way or another.

     

  6. 14 hours ago, dcbc said:

    I'm going off memory here.  Stanley's was a B&M since the 1950s.  The Pencis family got involved around 2003 or 2004 and got the opportunity to buy out the partners around 2005.  Shortly after they took over, the City of Tyler condemned their pits.  Out of necessity, they purchased rotisserie cookers and figured out how to inject wood smoke to cook ribs.  Around 2009, Texas Monthly awarded them "best ribs."  They won it either the next year or the year after as well.  Jon Shaw became the pitmaster sometime in late 2000s or early 2010s and the got their brisket game together in the years that followed along with some big offsets.  During the early 2010s, things like the Mother Clucker started showing up.  Shortly before that, they added the deck and eventually covered it and added the original bar. 

     

    They thought about adding a location in south Tyler around this time, but, instead, extended their hours to dinner service, upped their bar game, and started booking live music.  For some of those first shows, I was supplying microphones and mic stands.  They really put a ton of work, blood, sweat, and tears into getting that place into the machine it is today.  Right before COVID, they purchased the rest of the building on their lot, built a really nice bar, and then watched it sit for months during the pandemic.  They'd opened up another restaurant called Roast a few years prior and, while it survived the pandemic off and on, it closed when the lease ended.  Too bad, it was really good.

    i went like twice to Roast and the food was good, but i really remember hating the location/space.

    i liked Stanleys, still do and the Motherclucker is my favorite sandwich I've ever eaten.

    One of the few places I miss from ETX

  7. 41 minutes ago, DalTxHornFan said:

    Craft BBQ, full hours, and a full bar operation seems to be a difficult puzzle to solve.  Valentina's has a great physical layout.  Perhaps they need to add other foods to round things out?

    editing to just talk about the full bar part of things.

    Top 50 spots I think that have a full bar

    • Pinkertons
    • Terry Blacks
    • Stanleys
    • Truth in Houston
    • Killens?
    • L&L (new spot)

    who else has a full bar that's in the top 50?

    --
    ignore this below, had to do with hours that Jimmy put together and i misunderstood something

    Spoiler

    glancing at smoking ho's top 50 chart w/ hours (not sure when it was last updated but it was updated when they released the last top 5) here is who is open on Tuesday w/o a "sold out" timestamp or until evening hours

    • Baker Boys in Gonzales (10-6)
    • Desert Oak in El Paso (11-7)
    • Feges (11-9)
    • Hays Co (11-7)
    • Hutchins (11-9)
    • Terry Black (11-9)

    If you look at Wed, that adds:

    • L&L (11-9)
    • Guess Family (11-7)
    • Helberg (11-8)
    • Pinkertons (11-9)

    Thursday only adds in Zavalas BBQ but they have a split lunch/dinner

    edit: updating the "sold out" list

    • Truth in Houston has a bar
    • Corkscrew
    • Kileens (full bar i believe)
    • Smokey Joes in Dallas
    •  

    i think Terry Blacks and Pinkertons are the only ones who have a full bar?

    edit: looks like the sold out thing may change things. Stanleys has full bar and is until sold out on M-Sat so re-checking and editing above

     

  8.  

    16 minutes ago, 4th&Five said:

    Franklin

     

    12 minutes ago, utee94 said:

    Franklin didn't really extend its hours.  Still a serve-til-you're-out venture rather than attempting to support true dining room hours.

     

     

    5 minutes ago, tx 3 putt said:


    his quality never missed a beat 

    Franklin's has a very high quality standard.

    also they absolutely did a huge expansion from a food truck style to the building - just on the # of smokers they were using/briskets smoking/etc

    23 minutes ago, HRSchenker said:

    Has a craft BBQ joint ever done a move + expanded hours without experiencing a decline in quality? I've never seen it in DFW. It's almost the kiss of death. 

    looking at the last TMBBQ top 50 list's top 10:

    • Goldees: opened B&M
    • Interstellar: did they open in the strip mall?
    • Truth: B&M in Brenham --> B&M in Houston
    • Burnt Bean: opened B&M
    • L&L: Food Truck --> B&M in 2024
    • Cattleack: i think they opened at the B&M? not sure
    • Franklin: Food Truck --> B&M
    • Evie Mae: Food Truck --> B&M
    • Snows: always been what it is today
    • Panther City: Food Truck --> B&M

    DFW has Daynes, Hurtado, Zavalas that i think all went Food Truck or pop up to B&M?

    off the top of my head/looking at top 50 list

    • 2M opened as a B&M but did popups?
    • Sunbird was food truck now B&M
    • Eaker was food truck in Houston, moved to Fredericksburg and opened a B&M then made top 50
    • Guess Family was food truck to B&M
    • Stanleys and Slow Bone opened as B&M i think

    Pecan Lodge for me is the biggest example of the flip over to large B&M that just never worked out quality wise. they had huge issues with like quadrupling their pit space when they moved and someone told me their lease required them to do B&M hours vs a "sell out when you sell out" model

    here is the prior top 50: https://www.texasmonthly.com/food/the-list-the-top-50-barbecue-joints-in-texas/

     

    • Hook 'Em 2
  9. 3 minutes ago, deft said:

    Jos V fucked this up big time.

    if RBR implodes - at the end of this THAT should be the question. Jos and Max backing the 80 year old who has basically zero impact on the day to day of running RBR overall, has no impact on the technical side, has no impact on the organizational side and wasn't the guy who built the org in the first place instead of the 50 year old is and forever should be seen as a monumental fumbling of the bag.

    the success that RBR has had as an org over the last few years is significantly more tilted towards the technical/org side than the Marko side and it isn't even close

    fuck Jos and honestly fuck Max for letting it get here. dude has more juice within his team over the last 3 years than any other single driver, including Lewis. the lack of stability is what has a lot to do with Newey potentially leaving, and that lack of stability is directly related to the Marko/Horner power struggle

     

    • Like 1
  10. 32 minutes ago, Parliament said:

    So when this blows up there will be a shareholder class action lawsuit and I'll get how many pennies on the dollar for my stock?

    if you own stock now and haven't sold, idk what to say. you should have sold in 21 or 22, unless you got in very, very early or have a very very low cost.

    which then begs the question. when did you buy in / what was your per share cost?

  11. 33 minutes ago, jimmyjazz said:

    I'm no business expert, but I can't understand why someone wouldn't just double the initial investment -- build a second food truck, serve a different part of town.  It's likely a survivable mistake if it doesn't work out.

    yeah, turn the initial truck into your commissary kitchen, roll out a second truck somewhere else (Buda?) and grow that slowly

    going from that food truck to 6,000 sq feet was setting them up to fail

  12. 17 minutes ago, wood said:

    According to Roberto Chinchero, Stroll is offering Newey 100m euro over 4 seasons at Aston Martin https://it.motorsport.com/f1/news/f1-newey-lascia-red-bull/10603193/

     If he's actually leaving the team and I had to bet on what he's going to do, I'd put my money on retirement, but 100m Euro is a big whip..

    i think they said hes making about 17m now? so it's a nice bump

    either way, it's something RBR should match in a heartbeat

  13. holy shit

    edit: google translate of the article from reddit - relevant landing locations below say they don't know shit on that front
     

    Quote

     

    Experts see him at Ferrari. Newey was spotted at least once at the airport in Bologna. If that turns out to be true, then Frédéric Vasseur would have welded together a super team with Hamilton, Leclerc and Newey.

    Lewis Hamilton will join Ferrari in 2025. His new team boss Frédéric Vasseur could also lure Adrian Newey to the Scuderia. Mercedes is keeping quiet

    Aston Martin was also interested in Newey. This would have the advantage for the Englishman that he could continue to work in England. However, the technology guru has long since found a second home in South Africa and has already worked partly remotely at Red Bull.

    Mercedes has always kept quiet on the subject of Newey. But the former series world champion could really use someone like Newey. Nobody understands these ground effect cars as well as he does. And it is precisely this understanding that seems to have been lost in the design office in Brackley.

    Newey could also be the crucial piece of the puzzle to lure Max Verstappen to the Silver Arrows. Toto Wolff has been hesitant so far. There is also the fear that such an icon could bring unrest into his own team.

     

    text:

    Quote

     

    NEWEY LEAVES RED BULL

    Is Ferrari the next address?

    Is the next bomb in Formula 1 going to explode today? Adrian Newey is said to be on the verge of leaving Red Bull. But what is the star designer's next address? Experts are guessing Ferrari.

    This is the next bomb on the Formula 1 transfer market. After Lewis Hamilton to Ferrari, star designer Adrian Newey is now the focus. The 65-year-old Englishman is expected to announce his departure from Red Bull soon. Newey had been employed by the British racing team since 2006.

    Newey is said to be unhappy about the power struggle in the team and does not want to be completely relegated to the RB17 hypercar project. The heart of the thoroughbred engineer is still in Formula 1. Even though Newey no longer designs every screw of the car on his beloved drawing board, he is the brilliant mind behind the concept of the seven world champion cars of the British racing team.

    Star designer Adrian Newey wants to leave Red Bull. Team boss Christian Horner wanted to send the Englishman to the RB17 hypercar project. Is Newey already free in 2025?

    It is still unclear when Newey will be able to leave Red Bull. Officially, his contract runs until the end of 2025. That is when the Red Bull RB17 will also be on wheels. Initial sales talks with potential customers of the super sports car have already been held. However, according to rumors, Newey wants to be free for new tasks by the end of 2024.

    The mastermind is as sought after on the market as the best drivers in the scene. His salary is also in a similar price range. He is said to earn an annual salary of ten million pounds.

    The rumors about Newey's departure are not new. That is why competitors have already tried to get the man who designed world championship-winning cars for Williams, McLaren and Red Bull. Experts see him at Ferrari. Newey was spotted at least once at the airport in Bologna. If that turns out to be true, then Frédéric Vasseur would have welded together a super team with Hamilton, Leclerc and Newey.

    Lewis Hamilton will join Ferrari in 2025. His new team boss Frédéric Vasseur could also lure Adrian Newey to the Scuderia. Mercedes is keeping quiet

    Aston Martin was also interested in Newey. This would have the advantage for the Englishman that he could continue to work in England. However, the technology guru has long since found a second home in South Africa and has already worked partly remotely at Red Bull.

    Mercedes has always kept quiet on the subject of Newey. But the former series world champion could really use someone like Newey. Nobody understands these ground effect cars as well as he does. And it is precisely this understanding that seems to have been lost in the design office in Brackley.

    Newey could also be the crucial piece of the puzzle to lure Max Verstappen to the Silver Arrows. Toto Wolff has been hesitant so far. There is also the fear that such an icon could bring unrest into his own team.

    Either way, Newey shares would not start paying dividends until the 2026 season at the earliest. But that is precisely the crucial year. The new engine regulations also require completely new cars. And Newey has often proven that his competence and expertise always paid off in the years when everyone had to start from scratch.

     

     

  14. 17 hours ago, GlenFromTheMailRoom said:

    Giving Billy Liucci the keys to the Aggy NIL machine is the most aggy shit ever. 

    just to point out, they spent like 2 years saying they had a great NIL program ("The Fund", which is an objectively terrible name) which said it had great contracts for players, with no website, no publicized employees, no publicized contact info (so if i own Chucklefuck Dodge in College Station and Google how i can get an NIL deal to give a player a Dodge Stratus, how do i get in contact with anyone?), no publicized deals (saying they preferred to spread by word of mouth player to player) and no clear way to give money or fundraiser.

    it was so bad that imho, going from that to Texas Aggies United was somehow a huge step up.

    they just let go of the guy who was the assistant athletics director for NIL so that Alberts, who has no really great success with building a NIL program, can hire his own guy

    image.png.842720e8584e09120c92540b12d40057.png

  15. 6 hours ago, MrBig said:

    Dustin Moskovitz, one of the co-founders of Facebook, posted on Threads that he believes Tesla is committing Enron level fraud.

    IMG_5518.thumb.jpeg.974af7e81702e153acf15b197bcd279b.jpeg

    here's a car guy on substack who goes though their financials, this is long but points out a LOT of issues they have

    https://bradmunchen.substack.com/p/tesla-q1-results-a-shady-set-of-numbers

    ill share the highlights:
     

    Quote

    Despite continued price cuts, a one-month shutdown of production at their German factory, and 20% lower deliveries than in Q4 2023, Tesla somehow managed to eke out roughly flat Automotive gross margins of 18.5% in Q1 versus 18.9% in Q4 2023. Imagine having flat gross margins despite 20% lower volumes and roughly 5% lower prices.

    This sounded alarm bells in my head and it turns out to be the biggest takeaway from the Q1 results: deferred FSD revenue recognition must have been huge. While Tesla noted in their Shareholder Deck that they recognized deferred FSD revenues in Q1, they did not provide a number and none of the analysts on the earnings call asked about it.

     

    +
     

    Quote

    Tesla clearly uses these deferred revenues to prop up profits during weak quarters. Figure 1 shows that the highest bookings (highlighted in red) were made during the weakest quarters of the past 3 years.

    00a0d1af-2841-426e-a3ad-e768d7b57b0f_106

    The clearest sign that Tesla booked a large amount of deferred FSD revenues in Q1 is the 1.5% QoQ rise in average unit prices versus Q4 2023. Tesla cut prices in China by around 3% and rampant inventory discounts in the US and the EU likely led to a 5% decline in those regions.

    Assuming that Tesla should’ve seen average prices drop by 3% QoQ in Q1 (excluding deferred FSD revenue bookings), I can extrapolate $700 million of recognition in my model. While this is highly speculative at the moment, it is worth noting as there is no way Tesla’s car prices rose by 1.5% QoQ. Also, note that deferred revenues on the balance sheet within current assets were slightly up QoQ to $3.0 billion rather than declining. Non-GAAP EPS would’ve been $0.27 or 40% below Tesla’s reported $0.34. And this would’ve undershot consensus by 67% rather than the 8% miss of reported numbers.

     

    +

    Tesla’s Q1 Results Minus an Estimated $700m of Deferred FSD Revenue Recognition

    80b695f8-4cb5-49ef-900e-8413088d9dd6_732

    +
     

    Quote

    In the footnote where Tesla shows days’ inventory, Tesla has an arcane formula for counting inventory: “Days of supply is calculated by dividing new vehicle ending inventory by the relevant quarter’s deliveries and using 75 trading days.” Based on this, Tesla’s Q1 inventory rose from 15 days’ supply in Q4 2023 to 28 days in Q1.

    This implies Q1 vehicle inventory of 144,409 units (see Figure 2 below), which amounts to a whopping 33% of total Q1 production. And while Q2 is a seasonally higher quarter for sales, having this much inventory on hand will likely lead to deep price cuts, the first of which came worldwide over the weekend.

     

    +

    this is all you need to know about how poorly things are going. their implied Q1 inventory is 33% of Q1 production! 33%!!!!!!!!!

    bfd93759-aabb-4f96-a500-e6050707e55d_106

    +

    • Quote

      Musk says deliveries will grow YoY in 2024: Musk said, “I think we’ll have higher sales this year than last year.” This is an astounding proclamation given that April sales in China are down over 50% YoY and the EU is down 20% YoY. Having cut headcount by nearly 20% last week, it is clear that Musk knows that demand has fallen off a cliff. Note that Musk did something similar on the Q4 2022 earnings call in January 2023 with regard to Tesla’s unprecedented 20% price cuts a few weeks before: in his prepared statement, Musk said, “We currently are seeing orders at almost twice the rate of production”. This was either a lie or the peak of orders before they fizzled out, as deliveries only grew 4% QoQ despite the 20% price cuts. I lean towards the latter having heard a similar tone today.  

    +

    last few things about the stock vs other car stocks:

    6c969248-49e1-476d-a172-d0f44fff22c2_110

    "but wait, it's an AI stock!!!!"

    8888218a-49a8-466b-858a-9a08dfcca5ec_971

     

     

     

    • Haha 1
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