Buy INTU by Oct 9, 2029.

I normally keep my valuation work and 30-year rankings separate. One asks what looks mispriced over the next 3–5 years. The other asks which businesses I would actually be comfortable underwriting over something like 30 years. The reason Intuit and RELX stand out is that they are the only two names in my current universe where I have both B+ long-term durability and a Strong valuation-dislocation signal. With Intuit, the main debate for me is whether AI and eventually a …