004 - Intuit (INTU): How Intuit is Building an Economic Moat with QuickBooks Online - a podcast by American Money Management LLC
from 2019-08-16T17:26:39
In this episode I discuss our position in Intuit (INTU). Why we consider it a new dividend payer. Its dividend safety. I then get into the two effects, switching costs and network effects, that are creating an economic moat around Intuit's QuickBooks Online business. I also discuss the growth and market share potential for QuickBooks. I'll briefly talk about Turbo Tax too. Then I get into the risks with our investment and the specific risks for QuickBooks Online. Finally, I get into our estimate of fair value for Intuit (INTU).
Show notes and full transcript
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