Insider Stocks · For members
An entry from my investing journal, for members.
Before diving into Paycom's latest earnings, let's recap the challenges that led the stock to trade at a forward PE multiple of just 17x when we first covered it in July. Here’s an excerpt from that report: “Paycom is facing two primary challenges slowing revenue growth: (1) the impact of Beti, and (2) slower client […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
1 question from a member on this entry
Already a member? Log in to read the rest.