
Gordon Spencer #🟦 (BFOF Larry the left sock)
1.7K posts

Gordon Spencer #🟦 (BFOF Larry the left sock)
@grsrounder
retired, proud farther/grandfather, loves reading, old movies, fly fishing, poker, investing in the stock market, Fool circa 2010 and BFOF #LarryTheLeftSock
Bella Vista, AR Katılım Aralık 2011
79 Takip Edilen76 Takipçiler

@JimPGillies And furthermore hidden gems is a Canadian product now😉 and yes I know Tom use to run it in the good ole USA M, but he shut it down and gillies gave it a new popular life in the great white north🤷♂️…🤣🤪😂….😏
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@JimPGillies Somebody tell tom to not mess with either th morning show or the Canadian power hour,,,,,sheezzeee
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@JimPGillies #morningshow where the hell is the REAL morning show crew?
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@JimPGillies #RegularSpecialDividend Mat 15th provides some surprising extra Pennie’s from heaven or western Canada to be more exact 🤷♂️ keep’em coming😉
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@JimPGillies LOL, in your case it’s all hockey
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@JimPGillies @TortoiseFool @AliciaAlfiere #MorningShow jimG’s rants and story brought the 10 year 7% only return waiting for the market to get wise 😎 and I had my choice where to park some capital, that’s now building up on a monthly basis😉 and that’s why I always listen 😏
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@TMFOtter #morningshow what a treat😎 you, Tim and Loren😉stayed on the rails and brought the good stuff🤗 please do it again soon😏
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@JRogrow #RebelliousAllocations podcast’s latest edition with UofAlabama Prof John Hein is a value investors “wet dream”😏 it’s everything you both want and need to know concerning “value investing” 😎 listen now and thank JRo😉
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@Smartnetworth1 2015 Subaru Impreza 91000 miles
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“A truly great business must have an enduring “moat” that protects excellent returns on invested capital.” – Buffett 2007 Letter
lastbastion.com/2025/06/16/fav…
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@JRogrow Great podcast series, not listening ? Your missing out on great insights
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Morningstar senior analyst Brett Castelli on GE Vernova on the latest Bastion Fiduciary podcast.
Disclosure: I am an investor in and the portfolio manager of the Bastion Industrials and Infrastructure portfolio, which owns shares of GE Vernova.
open.spotify.com/episode/0HbIOQ…
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@JimPGillies It’s the least you can do, and never let it be said I didn’t do the least I could do😉 3 times in the last 13 years I’ve been at the side of special digs who shared their lives with me. With them until they crossed the rainbow bridge.🥹
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If you wouldn’t, you don’t deserve to have that animal’s trust.
My most beloved pet ever was my cat Pepper. Got her when I was 12. She was with me through high school, came to university with me. Came when I whistled. Slept on my bed, usually in the crook of my right arm, every night we were under the same roof.
Said goodbye when I was 32 (yup…20 years). She passed resting on my lap, after I fed her her favourite treats for the last time, paying the “premium” for the vet to come to my house so she’d not be stressed by the car ride.
Seriously, I don’t want to know you if you’d NOT be with them at the end. You were their whole world; you have a DUTY to ease their passage.
End of rant.
Thrilla the Gorilla@ThrillaRilla369
Would you stay in the room and hold your dog at the vet during their final breath? 🐕
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@JimPGillies It’s nice to have a leader you can be proud of in these times. We Americans have given ourselves over to a bad joke. Darkness and hate rule a once proud country to your south. Please forgive our poor judgement for 45/47.🥹
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I'm a "socially liberal/fiscally conservative" type who has voted across the political spectrum (and, let's face it, nobody seemingly cares about 'fiscal conservatism' anymore, so perhaps I'm a dinosaur.)
That said, I think Carney is doing an EXCELLENT job. Keep it up sir!
guyfelicella🇨🇦🍁@guyfelicella
If Mark Carney had joined the Conservative Party and was doing the exact same things he’s doing today, conservative influencers would be applauding him nonstop. And let’s be honest, I know plenty of conservatives who already admit, "I like Carney".
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@JimPGillies @TMFOtter @DivaQBBQ Great thread🇨🇦🏒🇺🇸🥅🏅well said by all contributors 🤷♂️ was a great view and as a Minnesota born hockey fan, reminiscent of the old hockey note American skaters look at the puck, Canadian skate heads up looking to the net.🤷🇨🇦 a great goalie looks to stop the NEXT shot only‼️🥅🏅
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Yup.
Canada was the best team today.
Hellebuyck was the best player.
(I’m actually thrilled for him…he’s been labeled a “choker” an awful lot over the years, and he’s amazing. He erased that personal demon today and good for him.)
I don’t like 3-vs-3 OT, but the rules were set and known before tournament started, so no whining there (I hope in future medal games are decided by 5-vs-5 OT played until definitive winner…no shootout, but that’s for 2030).
I was yelling, “No, don’t pinch!” as Makar pinched in OT leading to the turnover and final rush.
Nothing Binnington could do about it…Jack Hughes is an incredible sniper.
And that’s game.
USA won, fairly.
Canada lost, fairly.
Congrats…and mad respect for skating Johnny Hockey’s jersey around in celebration and having his kids join in team picture. He would have been there…he SHOULD have been there…THAT was the best moment of the Olympics for me (as I sit writing this in the airport in Calgary - the city where he played so long and so beautifully).
See you at the next World Cup…bring your ‘A’ game.
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Canadian here by birth.
Grew up with hockey my whole life. Went to high school in Parry Sound (the home of Bobby Orr)
Went to games my entire life in Canada and the US. Dated a few hockey players as well. 🙄
You don’t speak for all of us.
I know puck well.
USA won.
Fairly. And they deserve to celebrate 🎉 and be proud of their Gold Medals.
They got the goal - Canada didn’t - that’s how this works.
You might not like it, but you need to get over it.
Everything else - every other stat you throw is irrelevant.
Goals in net 🥅 win games.
It’s not complicated.
JD Bunkis@JDBunkis
Honestly if you’re an American celebrating that win you’re a casual who doesn’t know puck. Totally fine, grow the game.
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@JimPGillies Understandable 🇨🇦 outplay USA all game😤🏒🥅 only to lose🤷♂️🏅🇺🇸
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@JimPGillies #GoaliesDomiate 🇨🇦 Canada controlling game 🇺🇸 hanging by the play of their goalie 🏒🥅 end is near‼️🏅
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Gear up for today’s game boys!
Sportsnet@Sportsnet
On this day one year ago, Canada struck gold at the 4 Nations Face-Off 🇨🇦🥇
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@JimPGillies Well done sir😎💯good dad😉‼️
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@JimPGillies I’m in for a full position 🤷♂️ and I like my chances 🤣😂 hidden gems Canada forever 💯😎
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@grsrounder Current price = $433.09.
Equals market cap of $12.3B or EV of $11.8B (mkt cap less $497MM nert cash).
EV of 17.2x trailing FCF.
Below are average quarterly valuations paid during quarters when they've actively been repurchasing shares. Do with this what you will.

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@JimPGillies #MEDP saw an opportunity and took it🤔 🤷♂️
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