TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve
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You're listening to TIP. Hey folks, welcome back to the Investors Podcast. We're on episode eight three five here. And well, we have a lot to talk about here, Sean. Let me just start by asking, is this the most compelling opportunity in large caps that we've come across all year?
You know, I've been thinking about that a lot and it might just be Adobe has looked Pretty interesting at times to be fair, but we originally pitched that idea. last year and we were pretty early on it. But I'm not sure I can think of any setups more compelling than looking at the company that is the worst performer. In the S P five hundred for twenty twenty six.
When that same company was the textbook example of a quality compounder. What, just Eighteen months ago. AI eats software. It seems like AI just eats everything, I guess. But you know, if that AI software narrative just
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