Ross812

Its about 6% still. It was down 20% today and I added 25% so no real change. The financial service revenue tied to mergers and IPOs is cyclical and I agree management has been rosy with projecting a turn for at least 18 months now. The stock was hammered for guiding 4% lower YOY revenues compared to Q1'24 and missed revenue by 10M in Q4 based on mergers and IPOs coming in lower than expected. WK and the whole sector listed company financial services is down. I pay attention to the SaaS compliance software making up 42% of revenue which is durable and growing at 11-13% YoY. In the long run, print is going to run-off to 0 and you are going to have a boring SaaS company serving a large percentage of publicly listed companies with a cyclical one off financial services support to mergers and IPOs giving a kicker when activity ticks up. My fear is the cutting of regulations impacts the SaaS side. So far, this doesn't look like its an issue, so I'm holding my nose and averaging up.

increased my DFIN position by 25%

@TwoCitiesCapital I was doing the 5/3/1 program (press/bench/squat/DL day) with an additional 5x10 following the main lift then three accessories with 5x10 pullups as one accessory on upper body days. I do the slalom waterski coarse 3 days a week in the summer and started playing pickleball in the off season. I think pickleball was too much with the lifting routine. Damn dangerous game that pickleball - I'm kind of embarrassed.

It usually means something I own is down! No JOE for me, I haven't drank the kool-aid yet...

401k loan, Roth conversion ladder, 72t probably in that order for liquidity. At least fill out your tax bracket with a Roth conversion if that's important to you.

Damn, a 4 plate DL at 165# is stout. I hit 315 on DL and squat at 180# and started increasing reps instead of adding weight. I messed up a shoulder in September and it still feels like I'll never hit 1/2 plates on press/bench again.

The Villages seemed perfect for a second go at living young when I visited.

Barbell squats and deadlifts 2-3 times a week reversed all the knee and back pain i had. The human body is amazing.

@longlake95 I hate seeing a stock I own pop up on here!

I own real estate of the quality I want, surrounded by friends, and in locations where visiting is easy. Day to day spending is controlled by the cost of living in your local area and your affinity for luxury. I've found I don't ski any better behind a 120k nautique than i do behind a 30 year old 20 year old malibu. I can call my eff off nut 5M and buy luxe boat, but I'm happy with 3M and extra time to enjoy what I have. The 3M will likely be worth 10M+ over my remaining 50 to 60 years, but i don't see a huge difference between comfortably poor and comfortable!

more First Solar.

nibbled on fairfax at 1312

Added to fslr.

PROSY, FSLR, CPNG

@formthirteen agreed. VRSN isn't going to set the world on fire, but i only need 8-9%. It has a high probability of outperforming cash with a low probability of impairment. Its a one foot hurdle.