- Entry
- $280.35
- Now
- $294.73 +5.1%
- Target
- —
- Score
- —
# INTU * Highest-quality business relative to current valuation. * Dominant positions in TurboTax, Credit Karma and QuickBooks. * Very high switching costs. * AI likely strengthens rather than disrupts the moat. * Trades well below the premium multiple many investors were willing to pay a few years ago. # CRM * Cheapest on traditional metrics. * Strong FCF generation. * Market still somewhat skeptical because growth slowed from its hypergrowth era. * If growth reaccelerates even modestly, multiple expansion …
— ORIGINAL POST ·
the next value play. Is it NOW, MSFT, CRM, INTU?
· r/ValueInvesting
· Jun 23, 2026