Ross812

Check out Stock Rover too. Tikr has a better ui but SR has a much more powerful screener and the SR metrics tab presents the same information as Tikr's graphs more quickly: Valuation Charts - Stock Rover https://share.google/6H5bMhD4TBVogqXsl

The younger you start climbing the better for sure; the innate strength the guys who started in their early teens have is incredible. I started at 20 and have always been heavy for a climber - 5-9 and never lighter than 175. Congrats on the bouldering competition! The real reason I got out of climbing was getting addicted to water skiing - my hands couldn't take the abuse of building calluses climbing and ripping them off skiing.

The little country gym by my lake house has a national champ powerlifting team. There are a couple of 250ish lb. dudes that are over 1700# on their big three lifts. I watched one of the guy do a 5x5 with 595 DL like it was nothing. It pretty incredible what consistency (and maybe some special sport supplements) will do long term!

I love that you bring this up! I was a 4x a week climber for 18 years (hard 12 sport climber outdoors) until I started lifting instead a couple years ago. I don't have time to do both unfortunately, but I have been to the bouldering gym a couple times in the past two years and v5 is still a comfortable onsite for me. Climbing as my sole activity lead to some muscle imbalances (pulling was great, pushing not so much) and my knees were horrible. If and when I get back into climbing I'll keep doing heavy squats a couple times a week for my knees. Climbing is a great workout that never feels like a workout!

I outweigh you by a bit at 195! I decided to get in shape in the fall of 2023 and went from 215 -> 175 and have been lifting hard since April of 2024 and am back up to 195 with a lot more muscle but also plenty of beer. When i started a 245# DL was tough. I did the 5-3-1 workout using a this app: https://fivethreeone.app/. Honestly, I should be stronger on DL by now but I broke ribs on two separate occasions water skiing (I saw that nautique @dealraker!!!) and have lost about 8 months of working on DL.

I just pulled 405# on my DL this evening. Trying to hit my goal of 1000# on DL, squat, and bench by September when I turn 40. Im at 925# now. 75# to go.

AVUS has a bit of a small value tilt versus VTI and holds a little less in the Mag 7. Personally I would blend - SPLG (or SPMO if you want to weight VTV higher), VTV, AVUV, and VXUS. I always mix in some gold and managed futures.

More BRO and AJG.

@LC its still a ~6.5% position for me and I keep it as a core position around 5%. I took it to 10% in April and sold half in July when it was up to 15%. I got greedy hoping it would get back to $70. It's at FV to UV for its range right now. I'm not looking to add as im already a little overweight and anchored with a 5% unrealized gain. Dfin is executing well, and the thesis of converting print revenue to recurring SaaS has actually picked up steam. The SaaS revenue is predictable, but event driven revenue is cyclical and presents buying oportunities. I want to buy at less than 13x and sell at 20x and know the quality of those earnings are improving YoY.

Stuff can always get cheaper! Its a tough market right now if you are staying out of the MAG7. I've been busy the last couple months and have found a lot of companies I think are a good value. I've put almost 20% to work and bought AJG, BRO, MELI, DPZ, CROX, CPRT, FI, and PYPL. I've sold NVO, FRPH, ULTA, EWBC, and ASML. I don't trade around too much and this is the most active I have been since the Silicon Bank crisis then Covid before that.

MELI and DPZ this week.

I've been busy the past couple weeks: AJG and BRO at 2% each FI 1.5% PYPL 1% CROX 2% Sold: ASML, FRPH

GOOGL and my fill of NVO in the past week.

DFIN this morning.

sold out of Ulta for a small gain. I can't figure out their tariff impacts and I'd rather wait and see.

Sold 30% of my BRK-B position a couple days ago, RDDT for a quick 20% gain but only a 1% position, VRSN, and trimmed a bit of ASML from 11% to a 9% after loading up the passed few days.

Bought PROSY back at $8.

asml, ssd, e.l financial, and a tracker in rddt.

more ASML.

fslr

I bought a little E-L Financial, MGM and ASML.

Sold half of my Nintendo in all accounts including taxable. Sold 2/3rds of HQI.

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.