We’re short $PAYC. Report at https://t.co/S2KCW4XPNo. Much like our $HUBS call in December, $PAYC is an ok biz still trading at a nosebleed bubble valuation. The looming job recession, intensifying competition & TAM saturation imply -50% for shares. 1/8
— Kerrisdale Capital (@KerrisdaleCap) July 28, 2022
