Mentions

The HermitBlogEveryone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
StockOpineBlogSunbelt Accelerates, Adobe Thesis Gets Stronger & Intuit Sends a Signal-11 Sept 2026
StockOpineBlogIntuit Q4 FY26: The FY27 Guidance Reset-9 Sept 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 35-2 Sept 2026
Latticework by MOI GlobalBlogThe Monday Morning Briefing-31 Aug 2026
ShowMeTheValueBlogIntuit: Opportunity Cost?(26Q4)-30 Aug 2026
The Options OracleBlog🧮 Intuit’s 2027 Reset Spooked Wall Street. Is the Market Missing Something?-30 Aug 2026
How They Make MoneyBlog📊 PRO: This Week in Visuals-29 Aug 2026
Speedwell MemosBlogSoftware’s AI Risk-27 Aug 2026
Scalper's LoungeBlogSunday Market Prep (#19)-23 Aug 2026
Value Investing SubstackBlogCount Your Dollar Yield-22 Aug 2026
Value Investing SubstackBlogWhat Really Matters-31 Jul 2026
The Finance CornerBlogThe closest thing to insider knowledge you can legally use-25 Jul 2026
Value and OpportunityBlogFundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026
InvestingWithWesBlogIntuit-INTU-1 Jul 2026
ShowMeTheValueBlogDeep Dive: Intuit (INTU)-20 Jun 2026
Mexican InvestorBlogAI Is Coming For SaaS - Mexican Investor-17 Jun 2026
The Finance CornerBlogIntuit: The most hated stock in the S&P500-12 Jun 2026
Focused CompoundingPodcastEp 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 35:47
+1Listen · 37:05
29 May 2026
The SynopsisPodcastDialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026
Open Square CapitalInvestor letterQ1 2026 Letter-15 Apr 2026 (Q1 2026)