Liberty

In theory, EV reliability should be higher than ICE. There are just order of magnitude fewer moving parts and fluids and things to wear out. The surprising thing about ICE is that it even works as well as it does (and thermal efficiency is still low, in the 30% range, and you need servicing every year), and it took decades to get there, and it's not like people never have problems with their ICEs. I think intuitively we expect that it'll take as long for EVs to mature, but that's comparing apples and oranges, IMO. My favorite way to think about it is that ICEs are more like spinning platter hard drives and EVs more like SSDs, but even that isn't quite right since spinning platter hard drives are still entirely sealed, electric, and have relatively few moving parts. Maybe it's more like comparing a lawnmower and a hard drive...

;D https://www.cnbc.com/2017/08/09/altice-weighing-bid-for-charter-communications.html

Q2: http://files.shareholder.com/downloads/PCLN/2920502728x0x953110/CED00750-E1B6-4D66-8773-703A1E6EEEA1/PCLN_Group_Earnings_Release_Q217.pdf

http://www.transdigm.com/investor-relations/news-releases/news-article/?myartid=2292486 There might be a new special dividend in the range of $1.0 billion to $1.25 billion.

https://www.theglobeandmail.com/report-on-business/home-capital-managers-ignored-warnings-from-regulators-industry-partners-report/article35896961/

https://www.theglobeandmail.com/report-on-business/home-capital-managers-ignored-warnings-from-regulators-industry-partners-report/article35896961/

I think they bought Whole Foods in large part to get critical mass in perishable food. Until you reach critical mass, you can't compete, because too much of your inventory goes bad and/or you don't have what people want when they want it. With acceptable inventory turnover velocity from the existing WF stores, they can then start to expand their Fresh offerings outside of the stores using WF's logistics and supply chain as foundation. I'm sure there are many other reasons, like their ability to increase the value of their Prime membership somehow and push it to more people in person and the ability to increase growth at WF by lowering margins, etc.

I don't doubt it, I just figure that having waited this long already, I might as well wait a bit longer and see if there's a new improved version that will come out at the September event. Probably not, feels like the kind of product that would be on a ˜2-year cycle, but we'll see. I'm getting the next iPhone too and passing on my iPhone 7 to my wife who needs a new phone. Should be an AAPLtastic fall this year...

Thanks for sharing your experience, Pau. The AirPods certainly seem to be a hit. 90%+ of the comments I've seen about them include words like "love" and "great" and "favorite new product" and "can't go back" and things like that. I don't have a pair yet, but will likely get one at some point.

Q2: http://www.libertyglobal.com/pdf/press-release/LG-Q2-2017-Press-Release-FINAL.pdf Q2 Rebased OCF Growth of 10.5% at LiLAC LiLAC Group Spin-Off Remains On Track for Year-End 2017

Q2: http://www.libertyglobal.com/pdf/press-release/LG-Q2-2017-Press-Release-FINAL.pdf Q2 Rebased OCF Growth of 6% in Europe Q2 LBTY Share Repurchases of $1.2 Billion and $2.2 Billion YTD

There's no such thing as a free lunch. 3rd party sellers come with pros and cons. They increase the number of SKUs available and sometimes provide more competitive prices (in many cases the lower price for items is from 3rd party sellers), but if you open up your platform to 3rd parties, you'll get some bad ones. As long as Amazon does their best and keeps working on getting better at weeding out the bad ones, I think the positives outweigh the negatives. I've bought many things from 3rd parties on Amazon that I probably wouldn't have bought form eBay, and generally the transactions went without a problem. In a perfect world, every 3rd party seller would be just as reliable and competitive as Amazon itself, but that's not realistic. FBA certainly helps make them faster, as long as they keep the counterfeit problem under control (generally I've been pleased with their customer service and if there's a problem they make it good, so that's a good last line of defense).

https://globenewswire.com/news-release/2017/08/03/1072359/0/en/Constellation-Software-Announces-Appointment-of-Lawrence-Cunningham-to-its-Board-of-Directors.html Constellation Software Announces Appointment of Lawrence Cunningham to its Board of Directors

http://business.financialpost.com/real-estate/toronto-home-prices-in-record-monthly-drop-as-sales-plunge-1/wcm/1b276698-c8b0-4cb9-a5a6-522557f062fe

When I walk around my neighborhood I see a couple Volts, a couple LEAFs, sometimes a Tesla, and a Mistubishi i MiEV. Not Bolts yet, but my parents have friends that own one and my parents can't stop talking about it since they test drove it.

http://www.greaterfool.ca/2017/08/01/almost-there-3/

Really enjoying the book so far. About halfway through and it's well-written and well-researched. The authors did an AMA on reddit about the book and the research on Claude Shannon:

Q2 letter: http://files.shareholder.com/downloads/ABEA-4CW8X0/4921614970x0x952053/F302D22F-FC9B-41A3-9534-60D0032673CC/TSLA_Update_Letter_2017-2Q.pdf Mr market liking it, stock up almost 9%.

My next vehicle will be electric. I probably won't need to buy for 3-4 years, though, so I'm not on the market right now.

Q2: https://sixcolors.com/post/2017/08/apples-q3-fy17-financial-results/

Dan Hurley pointed out that it's been around for a while: https://www.bartelldrugs.com/events/event/bartell-drugs-launches-amazon-prime-now-online-ordering-and-delivery-service/

Not given up yet: https://www.cnbc.com/2017/07/31/softbank-hasnt-given-up-on-charter-yet-sources-say.html

https://www.bloomberg.com/news/articles/2017-07-31/driving-tesla-s-model-3-changes-everything

Looks like there might be a direct offer from Softbank: https://www.bloomberg.com/news/articles/2017-07-31/softbank-s-son-is-said-to-plan-direct-offer-for-charter https://www.bloomberg.com/news/articles/2017-07-31/charter-has-no-interest-in-softbank-s-proposal-to-buy-sprint

https://www.cnbc.com/2017/07/31/discovery-communications-to-buy-scripps-networks-for-14-point-6b-in-cash-and-stock.html