Intuit

Intuit: A Solution Looking for a Problem?

Magic Markets2024-11-27T21:00:43+02:00

Intuit owns software-as-a-service platforms that are a feature of so many small businesses. QuickBooks and MailChimp are common choices for accounting and mailing list solutions, while TurboTax has a huge customer base in the US across personal and business users. There are other businesses like Credit Karma, aimed at personal finance users. These are decent businesses in isolation, but can Intuit find ways to make them more valuable by being together in the same group? Or are they simply paying lip service to synergies and AI enhancements?

Intuit: A Solution Looking for a Problem?Magic Markets2024-11-27T21:00:43+02:00

Magic Markets Ep177: Nvidia and Intuit

Magic Markets2024-05-29T20:43:06+02:00

Nvidia has been a headline grabber of note in global markets, with eyewatering returns that have left even the other semiconductor stocks for dead. Mohammed Nalla focused on not just the latest results from Nvidia, but the performance of other stocks in the sector. The Finance Ghost tackled Intuit, covering the growth in revenue across the product range and the importance of integration strategies within the ecosystem. Although this is a powerful SaaS business, the risk of a double top in the share price chart cannot be ignored.

Magic Markets Ep177: Nvidia and IntuitMagic Markets2024-05-29T20:43:06+02:00

Recap: Monster, Intuit and Ford

Magic Markets2022-05-04T21:13:27+02:00

Use the podcast player below to listen to our recap on Monster, Intuit and Ford, which accompanies the detailed write-up below: (Date of report: 30 March 2022) Feedback loops are so important. In any successful trading or investing strategy, you need to form a view, execute based on that view and then assess whether you made the right decision. There's always something important to learn. This is our first review report. We will be looking back at Monster, Intuit and Ford, all of which were originally published in November 2021. With a few months of market moves to look back on, [...]

Recap: Monster, Intuit and FordMagic Markets2022-05-04T21:13:27+02:00

Magic Markets Ep60: Performance of our Premium picks and puts

Magic Markets2022-01-27T07:54:18+02:00

Magic Markets Premium has been around for just over three months now. In that time, we’ve looked at a number of incredibly interesting global stocks. We decided to reflect on the conclusions we reached on some of the earlier shows and how things have played out in the market. A feedback loop is critical to keeping yourself honest in the market. In this show, we look back at the likes of Nike, Monster Beverages, Etsy and more. Join us to get a taste of the type of work we do in Magic Markets Premium and to see whether our process gives [...]

Magic Markets Ep60: Performance of our Premium picks and putsMagic Markets2022-01-27T07:54:18+02:00

Magic Markets Ep56: Themes from our Deep Dives

Magic Markets2021-12-16T14:48:58+02:00

With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered. We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go to https://magic-markets.com/subscribe/ to gain access to the full library and a new deep dive on a global stock each week.

Magic Markets Ep56: Themes from our Deep DivesMagic Markets2021-12-16T14:48:58+02:00

PREMIUM: Intuit – is there enough blue sky?

Magic Markets2022-06-21T19:24:59+02:00

Use the podcast player below to listen to our discussion on Intuit and its Q1’22 result, which accompanies the detailed write-up below: (Date of report: 24 November 2021) Offering accounting and tax software isn't the sexiest business model in the world. Intuit certainly isn't Monster, both of which are household names that offer exciting products. Yet, when the till rings every month as yet another small business pays a monthly recurring fee to Intuit, the shareholders don't care about how exciting (or not) the model is. The share price is up more than 80% in 2021 at the date of this [...]

PREMIUM: Intuit – is there enough blue sky?Magic Markets2022-06-21T19:24:59+02:00

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