Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

<ul><li>Intuit is among the high quality software businesses, with significant competitive advantages.</li><li>However, recent management decisions to go on an acquisition spree foreshadow future returns.</li><li>Moreover, Intuit is among the most heavily exposed tech companies to the risk of rising interest rates and fading momentum trade.</li></ul>

Intuit is among the high quality software businesses, with significant competitive advantages.However, recent management decisions to go on an acquisition spree foreshadow future returns.Moreover, Intuit is among the most heavily exposed tech companies to the risk of rising interest rates and fading momentum trade.

Intuit: In The Epicenter Of The Market Melt-Up

<ul><li>The unprecedented amount of liquidity is having profound implications for high growth tech companies.</li><li>Expected topline growth rate has become the number one business valuation driver in the cloud space.</li><li>The hidden risk of rising interest rates and fading momentum trade is often left unaccounted for, which could soon create serious problems.</li></ul>

The unprecedented amount of liquidity is having profound implications for high growth tech companies.Expected topline growth rate has become the number one business valuation driver in the cloud space.The hidden risk of rising interest rates and fading momentum trade is often left unaccounted for, which could soon create serious problems.

The Cloud Space In Numbers: What Matters The Most

United States

Intuit Inc. develops and markets business and financial management software solutions for small and medium sized businesses, financial institutions, consumers, and accounting professionals  The Company provides software for small business management and payroll processing, personal finance, and tax preparation and filing.

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Intuit Inc (INTU US)

Intuit: In The Epicenter Of The Market Melt-Up

Intuit is among the high quality software businesses, with significant competitive advantages. However, recent management decisions to go on an...

Vladimir Dimitrov, CFA

The Cloud Space In Numbers: What Matters The Most

The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...

Vladimir Dimitrov, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)