Jim Gillies
@jimgillies.bsky.social
Value investor. Cash flow nerd. Options 'guru'. Skier, cyclist, chef.
Motley Fool analyst/advisor. All views/opinions are my own. (They can be yours too.)
Motley Fool analyst/advisor. All views/opinions are my own. (They can be yours too.)
Reposted by Jim Gillies
Period reminder that Tesla adds back interest expense to adjusted EBITDA, but doesn't deduct interest income.
September 5, 2025 at 1:33 PM
Period reminder that Tesla adds back interest expense to adjusted EBITDA, but doesn't deduct interest income.
Reposted by Jim Gillies
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.
January 3, 2025 at 10:23 AM
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.
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).
“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).
December 26, 2024 at 5:30 PM
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).
“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).
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...
It’s a holiday grab bag - Enjoy!
www.fool.com/podcasts/mot...
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...
www.fool.com
December 24, 2024 at 2:06 PM
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...
It’s a holiday grab bag - Enjoy!
www.fool.com/podcasts/mot...
You’ve heard of “Elf on a Shelf.” Now get ready for…
December 22, 2024 at 8:07 PM
You’ve heard of “Elf on a Shelf.” Now get ready for…
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...
www.youtube.com/watch?v=tvZM...
The Bourbon Tabernacle Choir - Ankhs and Covers and Others
YouTube video by dcappe
www.youtube.com
December 19, 2024 at 2:46 PM
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...
www.youtube.com/watch?v=tvZM...
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...
www.fool.com/podcasts/mot...
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...
www.fool.com
December 17, 2024 at 9:21 PM
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...
www.fool.com/podcasts/mot...
Sure…why not?
¯\_(ツ)_/¯
¯\_(ツ)_/¯
December 14, 2024 at 3:12 AM
Sure…why not?
¯\_(ツ)_/¯
¯\_(ツ)_/¯
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...
Enjoy! (Or don’t…I’m not the boss of you…)
www.fool.com/podcasts/mot...
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 ...
www.fool.com
December 11, 2024 at 12:45 AM
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...
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...
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...
FYI — Greater Fool – Authored by Garth Turner – The Troubled Future of Real Estate
www.greaterfool.ca
November 28, 2024 at 10:07 PM
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...
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...
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.
This year we went to Turkish Flame in Kitchener, ON. This was lunch. I may qualify as “legally dead” now.
November 28, 2024 at 7:17 PM
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.
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)_/¯
¯\_(ツ)_/¯
Given the U.S. needs to import heavy crude, it’s highly likely that most, if not all, of such a tariff would be passed through to refiners and ultimately consumers. 🤷🏻♂️
November 28, 2024 at 12:51 AM
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)_/¯
¯\_(ツ)_/¯
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
1.1 L/100km is ~214 mpg
1/8
November 24, 2024 at 9:56 PM
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
1.1 L/100km is ~214 mpg
1/8
Same.
sometimes I think about how weird music is. "ah yes, I enjoy listening to sounds sequenced in a specific way that triggers emotions in my brain." very normal
November 22, 2024 at 1:56 PM
Same.
When in Montreal.
November 17, 2024 at 3:27 PM
When in Montreal.
Frank Turner - 1933 (Visualiser)
YouTube video by FrankTurnerVEVO
www.youtube.com
November 15, 2024 at 11:35 AM
Verily, I say unto thee…
…we live in the dumbest timeline.
…we live in the dumbest timeline.
November 14, 2024 at 10:27 PM
Verily, I say unto thee…
…we live in the dumbest timeline.
…we live in the dumbest timeline.
New app, who 'dis?
Wandered over from the former bird app/Elon dumpster fire.
Will probably continue on both platforms for now, but hoping this place is more of what Twitter used to be.
Meanwhile, here's a dog pic.
Wandered over from the former bird app/Elon dumpster fire.
Will probably continue on both platforms for now, but hoping this place is more of what Twitter used to be.
Meanwhile, here's a dog pic.
November 14, 2024 at 7:44 PM
New app, who 'dis?
Wandered over from the former bird app/Elon dumpster fire.
Will probably continue on both platforms for now, but hoping this place is more of what Twitter used to be.
Meanwhile, here's a dog pic.
Wandered over from the former bird app/Elon dumpster fire.
Will probably continue on both platforms for now, but hoping this place is more of what Twitter used to be.
Meanwhile, here's a dog pic.