u/Wonderful-Finish4822

Reddit r/ValueInvesting
· tracked since Sep 2026
Calls
1
Win Rate
0.0%
return
-5.9%
Calls 1 1 Posts tracked · 0.2/day
Calls
7d 1
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
INTU Long -5.9%
Most Mentioned
INTU ×1
Recent Calls
INTU Long 4 days ago
Win Rate 0% Long 1 Short 0
Win Rate
7d —
30d —
90d —
Average Return -5.9% Long Return -5.9% Short Return -
Average Return
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INTU Intuit Inc. Intuit Inc.
Long
Sep 07
$332.70
-5.9%
Intuit trades around 15x FY27 earnings; revenue growth has slowed, but margin expansion should drive faster profit growth. If customer growth stabilises, the market’s pessimism creates a re-rating opportunity as earnings outpace revenue. Long INTU as a quality compounder at a below-quality valuation. Customer growth keeps weakening, margins fail to expand as expected, or AI disrupts its financial software moat.
Intuit trades around 15x FY27 earnings; revenue growth has slowed, but margin expansion should drive faster profit growth. If customer growth stabilises, the market’s pessimism creates a re-rating opportunity as earnings outpace revenue. Long INTU as a quality compounder at a below-quality valuation. Customer growth keeps weakening, margins fail to expand as expected, or AI disrupts its financial software moat.
AI Software
REDDIT
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u/Wonderful-Finish4822 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: INTU.