I analyze public companies and share my thoughts, not to pitch them for investment purposes, but to learn more about the business (and the industry it operates in).
Disclosure: No position in Intuit.
[https://thefinancecorner.substack.com/p/deep-dive-into-intuit](https://thefinancecorner.substack.com/p/deep-dive-into-intuit)
TLDR:
\- Down over 50% this year alone
\- Majority of Intuit's offering won't be disrupted (rationale explained)
\- Best positioned for agentic offering
\- Undervalued by \~30% (at the time of writing, the share price was $276 - estimated fair value $387)
Hope you enjoy it!
(Estimated reading time \~7 minutes)
