From my December 2024 report, “Paycom: Navigating a Strategic Pivot”: “Paycom’s challenges are not structural—they’re executional. Paycom can likely achieve...

PayPal's Q4 2024 results present a mixed picture, reflecting a significant strategic shift under new leadership. We'll begin by examining...

Meta is operating like a finely tuned machine. In today’s article, I’ll delve into Meta's financial performance, analyze key business...

A monster Q4 2024

Meta's stock performance has been remarkable, surging by over 70% in the past year, significantly outpacing the broader market.  This...

For most of 2024, life was great. But as the year drew to a close, my dad's health took a...

Despite 2023's strong market performance, 2024 has presented compelling opportunities to acquire high-quality businesses at attractive valuations. As we've seen...

After the company's third-quarter results, Mr. Market found its groove and sent Lululemon’s share price soaring over 20%. Concerns about...

The stock market has been a great place for optimists to grow wealth—especially over the past two years.  Between December...

Brookfield made headlines recently when Bill Ackman, renowned investor and founder of Pershing Square Capital Management, revealed Brookfield Corporation (BN)...

This marks the second consecutive quarter in which I’m happy with all three segments of Sea Limited’s business—digital entertainment, e-commerce,...

Before diving into Paycom's latest earnings, let's recap the challenges that led the stock to trade at a forward PE...