The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network· Folge 1099
TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve
Sonntag, 2. August 2026 · 1 h 19
Kapitelklicken springt direkt hin
Shownotes
Shawn O'Malley and Kyle Grieve explore Intuit (ticker: INTU).
In this episode, you'll learn what narratives have underpinned the company’s more than 60% selloff, as Intuit claims the undesirable title of “worst performer in the S&P 500” this year. But is this a bargain price for a high-quality SaaS business, or a value trap? That’s the key question that Shawn & Kyle discuss, plus so much more!
IN THIS EPISODE YOU’LL LEARN:
() Intro
() How Intuit’s accounting software became so popular
() What makes QuickBooks such a great business
() Why Intuit is the worst performing stock in the S&P 500 this year
() How to think about Intuit as either a value trap or bargain
() Whether Intuit’s TurboTax business is resistant to AI disruptions
() Valuation discussion of Intuit
() How to model Intuit’s intrinsic value
() Whether Shawn & Kyle add Intuit to The Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
• Join the exclusive (theinvestorspodcast.com/mastermind)The Intrinsic Value Mastermind Community (theinvestorspodcast.com/mastermind).
• Track The Intrinsic Value Portfolio (docs.google.com/spreadsheets/d/1YqzCACTnf4X3v8…).
• Learn more about how to join us in NYC for our Intrinsic Value Conference (intrinsicvalueconference.com).
• Portfolio Review Submit Tool (xn--portfolio%20review%20submit%20tool%20kaspi…).
• See Shawn’s financial model for Intuit (docs.google.com/spreadsheets/d/1Wn4uR3IbHNIYNQ…).
• The Finance Corner: "Deep Dive Into Intuit (thefinancecorner.substack.com/p/deep-dive-into…)".
• Business Breakdowns Podcast — Intuit (colossus.com/episode/feeley-intuit-an-operatin…) (2022).
• Intuit’s 2025 Investor Day Presentation (investors.intuit.com/_assets/_6a9ee074199c0a51…).
• Intuit’s 2026 latest Investor Day Presentation (investors.intuit.com/_assets/_6a9ee074199c0a51…).
• Check out our previous Intrinsic Value breakdowns: Wix (theinvestorspodcast.com/intrinsic-value-podcas…), Microsoft (theinvestorspodcast.com/intrinsic-value-podcas…), Kelly Partners Group (theinvestorspodcast.com/intrinsic-value-podcas…).
• Follow Kyle on X (twitter.com/IrrationalMrkts) and LinkedIn (linkedin.com/in/kylegrievetip).
• Related books (prodcast.io/collections/we-study-billionaires-…) mentioned in the podcast.
• Ad-free episodes on our Premium Feed (premium.theinvestorspodcast.com).
NEW TO THE SHOW?
• Get smarter about valuing businesses through The Intrinsic Value Newsletter (theinvestorspodcast.com/newsletters).
• Check out The Investor’s Podcast Starter Packs (theinvestorspodcast.com/the-investors-podcast-…).
• Follow our official social media accounts: X (twitter.com/TIP_Network) | LinkedIn (linkedin.com/company/the-investor) | Facebook (facebook.com/TheInvestorsPodcast) (tiktok.com/@theinvestorspodcast).
• Try our tool for picking stock winners and managing our portfolios: TIP Finance (theinvestorspodcast.com/tip-finance).
• Enjoy exclusive perks from our favorite Apps and Services (theinvestorspodcast.com/affiliates).
• Learn how to better start, manage, and grow your business with the best business podcasts (theinvestorspodcast.com/podcasts/20-best-busin…).
SPONSORS
Support our free podcast by supporting our sponsors (theinvestorspodcast.com/sponsors):
• Plus500 (plus500.com)
• Netsuite (netsuite.com/study)
• Shopify (shopify.com/wsb)
• Plaud (plaud.ai/wsb)
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Support our show by becoming a premium member! theinvestorspodcastnetwork.supportingcast.fm
