Paycom Software Punished – Shares Undervalued

In my August 3 Paycom Software (PAYC) post, I disclosed a new 200-share position in one of the 'Core' accounts within the FFJ Portfolio. I subsequently made a 50-share purchase on August 3 and another 50-share purchase on September 20. Fast forward to October 31 after the market close and PAYC released its Q3 and [...]

By |November 2nd, 2023|Equity Investing|Comments Off on Paycom Software Punished – Shares Undervalued

FFJ Portfolio – October 2023

This FFJ Portfolio - October 2023 report is an overview of my recent investment activity. Fortunately, we have recently experienced a broad pullback which has resulted in an improvement in the valuation of many companies. Some investors may be disheartened by a drop in the value of their investment holdings. We must remember, however, that [...]

By |November 1st, 2023|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – October 2023
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