Calls
1
u/balance_sheet_bro
Reddit r/ValueInvesting
Win Rate
100.0%
return
+7.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 01
$271.19
+7.3%
Intuit trades at trailing P/E of 16.1x while growing revenue 14% YoY; QuickBooks (59% of revenue) grew 16-17%; buybacks cover ~13.5% of market cap. Market fears about AI/IRS disruption and workforce cuts are overblown; the current price reflects a permanent decline narrative not supported by fundamentals. Deep-value opportunity in a high-quality business with pricing power, conservative leverage, and a wide economic moat that will revert to fair value as record profits persist. Accelerated AI disruption of TurboTax beyond two years; management’s expense reclassification could hide true margin deterioration; macroeconomic slowdown hitting SME spending on QuickBooks.
Intuit trades at trailing P/E of 16.1x while growing revenue 14% YoY; QuickBooks (59% of revenue) grew 16-17%; buybacks cover ~13.5% of market cap. Market fears about AI/IRS disruption and workforce cuts are overblown; the current price reflects a permanent decline narrative not supported by fundamentals. Deep-value opportunity in a high-quality business with pricing power, conservative leverage, and a wide economic moat that will revert to fair value as record profits persist. Accelerated AI disruption of TurboTax beyond two years; management’s expense reclassification could hide true margin deterioration; macroeconomic slowdown hitting SME spending on QuickBooks.
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u/balance_sheet_bro has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: INTU.
