Pullback Shopping List It’s happening. We’re finally getting a pullback in the stock market. Every pullback presents an opportunity to add to an existing position or a new position if its stock price drops below our estimate of fair value…. Read More
Sell Intuit Now Because of the Stadium Indicator and Intuit Dome? [Video]
Enron went bankrupt after their stadium naming rights deal. So did Adelphia, Worldcom, and Chesapeake Energy. This created the stadium indicator. Any company that does a stadium naming rights deal is going to go bankrupt and you should sell their… Read More
Sell Intuit Because of the Stadium Indicator? [Podcast]
Adelphia, Worldcom, Enron all went bankrupt after entering stadium naming rights deals. Intuit just announced a stadium naming rights deal with the LA Clippers for their new arena. It will be called the Intuit Dome. Based on the Stadium Indicator… Read More
The AMM Dividend Growth Podcast Episode 12: Corona Virus and our Portfolio, Bog Iger is Out, Intuit Buys Credit Karma
Listen Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing Transcript Welcome to the 12th episode of the AMM Dividend Growth podcast. If this is your first time listening,… Read More
The AMM Dividend Growth Podcast Episode 4 – How Intuit is Building a Moat Around QuickBooks Online
Read the 41st issue of the AMM Dividend Letter AMM Dividend Letter 41: How Brewing Beer is Like Investing and Intuit (INTU) Or download the 41st issue as a PDF AMM Dividend Letter 41 How Brewing Beer is… Read More
AMM Dividend Letter 41: How Brewing Beer is Like Investing and Intuit (INTU)
Brewing beer is a simple recipe. Water Malt Yeast Hops First, mill grains to break up the kernels. Then steep the grains in hot water to turn its starches into sugar. The result is a sweet liquid called wort. Then… Read More
The Two Factors Building Intuit’s Business Moat
Intuit’s QuickBooks Online is its Software As A Service (SAAS) business. It is replacing Intuit’s legacy QuickBooks Desktop software. QuickBooks Online is part of Intuit’s effort to transform its revenue from highly repeatable transactional sales to highly recurring subscriptions. I… Read More