Jim Gillies

Period reminder that Tesla adds back interest expense to adjusted EBITDA, but doesn't deduct interest income.

Heh…don’t look at me, my cash hoard remains untapped (and we have been adding).

A few names looking tempting, but not getting too excited just yet. “The Donald” is doing his level best to boost the equity risk premium!

Poor butterfly.

Heh… can’t complain!

(Especially since we left 8” of new overnight snow yesterday morning).

This isn’t great news with YoY worldwide sales decline. China is an overcapacity EV market and it’s a knife fight to 0% margin against BYD and others that have scale. THIS is why he’s desperate for robotaxi and ClownBot hype.

The ABSOLUTE WORST!

Accept no substitutes.

Any time I hear the question,

“What private company do you wish was public?”

My answer is “LEGO”.

This is why. (This is this year’s Christmas haul at our house. Importantly, none of these sets are for the kids).

Everyday Low Prices > Treasure Hunting - Motley Fool Money If your company isn’t a growth business, what’s the advantage of being in the public markets? (00:14) Jim Gillies and Ricky Mulvey discuss: - Why luxury department stores are struggling. - Disney spen...

On what is surely my final appearance on Motley Fool Money for 2024 host Ricky Mulvey let me prattle on about Star Wars, talked a little JWN privatization, and closed it out with covered call considerations.

It’s a holiday grab bag - Enjoy!

www.fool.com/podcasts/mot...

You’ve heard of “Elf on a Shelf.” Now get ready for…

YouTube video by dcappe The Bourbon Tabernacle Choir - Ankhs and Covers and Others

I'm a live music junkie (and have seen a **LOT** of shows). For me, YouTube is a treasure trove. Today I found out that someone curated four-and-a-half hours of live outtakes and cover songs from one of my all-time FAVOURITE bands. Here we go!

www.youtube.com/watch?v=tvZM...

Amazon Enters a New Lane - Motley Fool Money As if everything weren’t already enough, Amazon now sells cars. (00:14) Asit Sharma and Mary Long discuss: - Disruptions to traditional car dealerships. - Amazon’s next potential venture. - The rise a...

Back on Motley Fool Money again last week (just noticed it published) - this time on the "B" segment to finally get around to talking about AerCap Holdings (NYSE: AER).

www.fool.com/podcasts/mot...

Can we all agree that it's "Take a walk in the snow," time?

en.m.wiktionary.org/wiki/walk_in...

Sure…why not?

¯\_(ツ)_/¯

Wait…why am I catching strays here???

What Do Investors Underrate? - Motley Fool Money Riding coattails isn’t a bad thing in investing. (00:14) Jim Gillies and Ricky Mulvey discuss: - The alleged killer of Unitedhealthcare’s CEO getting caught. - A sporting goods retailer buying back a ...

Guested on Motley Fool Money today to talk “Retail” - specifically Academy Sports and Aritzia.

Enjoy! (Or don’t…I’m not the boss of you…)

www.fool.com/podcasts/mot...

I’m a staunch Garth Turner fan.

I find him unwavering in desire to see individuals make sound financial choices.

I think him unafraid of speaking his mind even if it costs him (see his political career).

I encourage adding him to your daily reading. Start here.

www.greaterfool.ca/2024/11/28/f...

Agreed - this was an excellent article.

I regret nothing.

Every American Thanksgiving myself and a buddy go out for a leisurely lunch (we both work for primarily American companies where, understandably, not much is happening today.)

This year we went to Turkish Flame in Kitchener, ON. This was lunch. I may qualify as “legally dead” now.

Since we’re apparently going to do this, let’s do so as soon as possible. I look forward to the incoming administration’s attempt to blame Biden/Harris for the $5-to-$6/gal gas prices a year from now.

¯\_(ツ)_/¯

YouTube video by The Motley Fool Canada CI Financial Wants to Go Private: What Investors Need to Know

Additional info:

youtu.be/FQ_9efGthfo?...

I love it when a plan comes together…

ir.cifinancial.com/news/news-de...

…I’m genuinely surprised more people don’t consider them when replacing older vehicles. Day-to-day driving of 80km or less, and they’re no different than full BEV’s.

As well, there’s no long-range driving range anxiety. (Well, no more than with a standard ICE vehicle).

8/8

Honestly, she’s gonna have to NOT charge for a few days so as to burn off the remaining gas before it “goes bad.”

With her former car she was spending about $250-$275 per month in gas

I maintain that PHEV’s are “cheat codes”…

7/8

The wife’s PHEV (Toyota) purchased in late July 2024 still has 2/3’s of the original tank of gas purchased with the car nearly 6,300km later. On her regular commute (about 70-to-80 km per day, depending on which route she takes to/from work; traffic dependent) the engine never comes on.

6/8

This car when the battery is fully depleted runs as a regular hybrid with mileage in the 7.5-8.0 L/100 km range. At current gas prices, that compares to cost per 100km around $11.25-to-$12.00 today for “hybrid only” travel.

5/8

But most charging for this car is done during the day when sun is up so as to use on-the-run generated energy rather than sending it to city and then buying back later/at night. Any excess power is sold back to city at that same $0.11/kWh rate).

4/8

If we WERE spending on electricity to charge this car, city hydro rates are $0.11/kWh. So, at 19.2kWh/100km, that would be $2.11/100 km.

3/8

We installed solar panels on the house that makes roughly as much power in a year as the house uses (including regular charging for two PHEV’s) - just over 10 MW annually. So basically most of the ongoing cost of charging the cars was deployed as “capital expenditure” in 2019.

2/8

Drive update after refilling tank on my Outlander PHEV for the first time since late June/early July (honestly don’t remember).

1.1 L/100km is ~214 mpg

1/8