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Which podcasts are discussing INTU?
29 ATTRIBUTED IDEAS · 14 EPISODES · 8 SHOWS
The shows
We Study Billionaires - The Investors Podcast Network
The Twenty Minute VC
Motley Fool Money
Barron's Streetwise
Fintech Insider Podcast by 11:FS
Goldman Sachs Exchanges
The Compound and Friends
Thoughtful Money
Where the discussion went deepest
2 AUG1W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 07:00
TurboTax DIY decline overblown versus assisted growth
“The case made was that bearish sentiment fixates on a shrinking DIY tax-filing segment while Intuit is successfully taking share in the much larger assisted tax market.”
TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve
Core thesis · 5/5Verify in source →
2 AUG1W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 2:30
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.”
TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve
Core thesis · 5/5Verify in source →
2 AUG1W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 05:00
Intuit as a generational AI battleground buy
“The bull case argued is that Intuit, a former quality compounder now down 60% and the worst performer in the S&P 500 this year, is a compelling opportunity as the market's AI disruption fears have created a major disconnect from its strong underlying fundamentals.”
TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve
Core thesis · 5/5Verify in source →
16 JUN16 JUNTHE COMPOUND AND FRIENDS
AI threat creates severe software dispersion
“Legacy application software faces existential AI disruption risks, driving deep valuation discounts, while cybersecurity names remain insulated.”
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
Core thesis · 5/5Verify in source →
8 MAY8 MAYTHOUGHTFUL MONEY · 06:30
2 AUG1W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 10:00
TurboTax's high-stakes moat against AI
“The thesis presented is that TurboTax's assisted tax filing business, which drives most of Intuit's profit, is resilient to AI disruption because taxes are high-stakes, requiring trust and peace of mind that a specialized, branded ecosystem provides over a general-purpose LLM.”
TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve
In depth · 4/5Verify in source →
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