Buy INTU by Sep 29, 2029.

I keep a monthly ranking of companies where I think there is an interesting gap between business quality and current market pricing over roughly 3–5 years. My August top 10 was: 1. Intuit 2. RELX 3. Adobe 4. Meta 5. Constellation Software 6. Experian 7. NVIDIA 8. Autodesk 9. Tencent 10. Microsoft I wanted to apply a different lens to the same list: **where could China’s technological progress actually become material to the thesis?** I don’t use this to mechanically …