Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Top detractor during the quarter due to application software sector underperformance. The manager believes...
— William C. Nygren
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Paycom Software, Inc.
More institutional theses from Oakmark Select Fund
Paycom Software ($PAYC), comprising 4.4% of fund net assets, provides comprehensive cloud-based human capital management and payroll software solutions to businesses. The manager maintains...
Meta Platforms ($META) was initiated as a new 3.5% fund position during the quarter. The company operates...
Ally Financial ($ALLY), representing 2.8% of portfolio assets, is a leading digital consumer bank and the premier independent automotive lender in the United States. Despite recent share...