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Paycom Q2 2025: Unveils AI Strategy

Thomas Chua by Thomas Chua
8 August 2025
in Investing
7 min read

Insider Stocks · For members

An entry from my investing journal, for members.

First off, I'm mildly disappointed nobody on the earnings call talked about the recent Oklahoma City Thunder NBA championship win at Paycom Center. Obviously I'm biased because I enjoy watching basketball, but I thought that was some decent ROI this season given that OKC Thunder played a total of 54 games on their home court. […]

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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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More on Paycom

  • For membersPortfolio Update: 2 Sells, 3 Buys, and Why5 June 2026
  • For membersPaycom Q1 2026: From Growth Story to Buyback Story15 May 2026
  • For membersPaycom Q4 2025: Jeff York Returns17 February 2026

Everything I’ve written on Paycom →

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