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

It has been 18 years since Google bought YouTube for US$1.65 billion. Now, YouTube generated US$50 billion in revenue over...

I’m pretty happy with the companies in my portfolio right now; most are hitting their stride, and the strong business...

It's been nearly a decade since I last made the deliberate decision to increase my cash position.  Now, I want...

In primary school, I remember learning how trees constantly compete with each other for sunlight, each one stretching and outgrowing...

I’m a fan of platform businesses primarily because it often leads to a monopolistic or oligopolistic market position. The largest...

Tom Gayner was in Singapore last week for the Markel Group Lunch, and when asked why he continues to hold...

Wise's relentless focus on driving down fees is reminiscent of Costco's approach. In every earnings call, Wise's management faces repeated...

I recently watched a podcast interview with a top divorce lawyer in New York City. Among the many reasons he...

China has long fascinated me for its rich history and cutting-edge technological ecosystem. On a recent trip to Beijing and...

Humans are naturally linear thinkers—we expect recent trends to continue indefinitely. So, when the energy drink company Celsius posted 100%...

I remember cheering for Brazil during the 2002 FIFA World Cup, co-hosted by Japan and South Korea. Every time Ronaldo...