There’s no shortage of attention to cyber security stocks but I don’t see many accounts discussing Qualys, $QLYS, a company with top line fundamentals. Wondering why that is.

Found this really interesting $PYPL: “The tap-to-pay feature enables sellers to accept payments without additional hardware; PayPal charges 2.29% plus 9 cents for each sale made using this method.”

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I’d like to know additional details but seems like it could be a good growth driver and way to monetize the user base.

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Would users be able to pay directly from their accounts like a debit or would they have to use an associated credit card? Would merchants have to pay regular fees associated with cards/debit or is the 2.29% plus 9 cents the only fee for merchants? I would think the extra CC fees would still apply.

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Not sure how this compares with other payment processors for merchants but still could be competitive enough to gain some market share in a new segment.

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Feel pretty good about my portfolio right now for the first time in awhile. Not sure what that means but it's nice to feel a bit settled for a minute. Investing is a long journey. You have to pace yourself.

Why am I seeing so many Simpsons GIFS? Is there a Commonstock challenge or Simpsons Day thing I missed? One of my all time favorite shows. Happy to participate in the Simpsons Day GIF challenge.

Any reason $PARA would wait so long to declare the dividend for this quarter? They usually declare about 5 weeks before ex date. Going by past history they’ve declared around February 10th for an ex date around 3/15 for Q1. Any chance this is a sign of a cut or would they have announced that in last earnings call?

Seems a little fishy given they’ve been so consistent in the past and they said 2023 will be peak losses in D2C streaming.

I don’t link my portfolio but I’ll periodically post my top 5 non-fund positions just to give people an idea of what kind of an investor I am and where I’m coming from. Also interested in whatever people have to say about my top holdings:

What a weird day. I was red on about 90% of my positions, deep red on a few, but across my whole portfolio only down about 1%.

Anyone have any knowledge or theories on the direction of bonds for the next year?

I’d like to lock in a 10 year or longer at a 5% yield, but I don’t think it’s going to happen. While the terminal rate of the hikes is forecasted for 5%, between the recession predictions and the Fed expected to cut rates back down in 2024 and 2025 I don’t think the yield curve will correct with long term rates going higher but rather short term rates lowering back down. Is the 4% yield the best it will get on long duration? I tend to think so but I’m far from an expert. I know bonds aren’t sexy but I think they plan an important role in most investment portfolios.

I would think that bond order flow will be pretty robust over the next two years. That has to be pretty bullish for $MKTX. No?

Valuation multiple has contracted significantly as well.

Commonstock likes the $ADBE Figma deal

FinTwit hates it

That’s my takeaway from today

Not sure what that means

Truth probably somewhere in the middle

Overpaid for a good product that was a competitor

Makes me view them a little less favorably. Don’t think it was a great use of capital. Could be if it compounds growth long term. Will definitely take time though to see a decent return on the investment. Bad for short term shareholders, could be good for long term.