Why Intuit Is More Likely to Survive the SaaS Shakeout Than the Market Thinks
Intuit's core franchises - QuickBooks, TurboTax, Credit Karma and ProTax - give it durable cash flow, margin flexibility and balance-sheet optionality. The stock has taken a beating amid a broader software selloff and AI scare, leaving a valuation that still prices in meaningful downside. This trade idea buys the current dislocation with a clear st…