u/mistiquefog

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+36.8%
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 0 Short 1
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +36.8% Long Return - Short Return +36.8%
Average Return
7d +12.4%
30d +15.6%
90d +20.4%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
INTU 1ST Intuit Inc. Intuit Inc.
Short
Jan 29
$496.31
+36.8%
CEO insider sales and bad acquisitions will rerate INTU to $200.
The author claims Intuit CEO Sasan Goodarzi's dumping of 75% of his shares, overpriced acquisitions of Credit Karma and Mailchimp, and failure to modernize legacy code are hollowing out margins and the software moat. The mechanism is exposure to subprime/low-income churn, bloated AI token costs, and Robinhood poaching high-net-worth tax customers. The catalyst is Wall Street rerating the premium growth multiple to a 12x-15x legacy utility multiple, with a price target of $200.
AI Software
REDDIT
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u/mistiquefog has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: INTU.

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