Insider Stocks · For members
An entry from my investing journal, for members.
From my December 2024 report, “Paycom: Navigating a Strategic Pivot”: “Paycom’s challenges are not structural—they’re executional. Paycom can likely achieve a turnaround by actively listening to customer feedback and adjusting internal priorities for its sales force… Paycom must strike a balance between promoting Beti and addressing its diverse customer base's broader needs and immediate feedback. […]
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.
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