Incremental Insights #18
Return on Mental Capital
How maximizing your ROMC (Return on Mental Capital) can improve your investment research and decision-making process. Avoiding information overload so you can focus on what truly matters.
Contrarians Everywhere, Contrarians Nowhere
Why being a contrarian investor is so challenging.
The psychological hurdles faced by fund managers and their investors. Can a fund manager stay with a contrarian investment when performance is bad knowing the key factor for their investors’ decision to remain with the fund is recent performance?
Paycom: Bargain or Value Trap?
Paycom, a cloud-based HCM company, has seen its stock plummet 70% from its peak.
Despite recent challenges, including internal competition from its innovative Beti product, Paycom's long-term prospects remain promising. With a 5% market share, strong historical growth, and a determined CEO owning 11% of the company, Paycom could be an overlooked opportunity for investors seeking high-quality companies at a discount.
Who Moved My Cheese? (Podcast)
A breakdown and take down of one of the best-selling business books of all time.
I liked the part where they incorporated another book Downsizing in America and how mass layoffs don’t benefit the company as many expect them to do. It seems one of the most common suggestions from activist shareholders is to reduce the workforce, especially for tech companies, but it might not be the cost-saver they think it is.
