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INTUBULLISHCore thesis · 5/5

Intuit undervalued after AI narrative reset

The bull case argued for Intuit: the stock is materially undervalued at 15-16x trailing earnings, having derated from 60x, with a fair value estimate of ~$400 per share.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE