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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 311 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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stockopine.comLatest Issues
Intuit Investor Day: rebuilding customer growth without giving up earnings growth
In our Q4 review, we discussed why Intuit was accepting slower near-term growth to rebuild customer acquisition. Investor Day provided more detail on how management plans to deliver that reset.
FY2027 guidance was also reaffirmed. The more...
Grab’s Atome Bet, Crocs Shows Green Shoots & AMD’s AI Opportunity Broadens
Hi All,
Welcome to our brief overview of the most important news across the portfolio over the past few days.
The biggest development this week came from Grab, due to its acquisition of Atome Financial.
Before we dive in, a word from our...
Portfolio Update: Why We Plan to Exit Allegion and Straumann
Two smaller positions, a less compelling risk-reward, and a decision to hold more cash.
We plan to sell our positions in and Straumann. Both remain businesses we respect, but at current prices we no longer find the prospective returns attr...
Sunbelt Accelerates, Adobe Thesis Gets Stronger & Intuit Sends a Signal
Hi All,
Welcome to our brief overview of the most important news across the portfolio over the past few days.
Fiscal.ai is our go-to platform when we need granular information to analyze a company. Quick and easy access to KPIs. Get 15% o...
Intuit Q4 FY26: The FY27 Guidance Reset
Intuit closed fiscal year 2026 with a beat on both top and bottom lines, yet shares slipped after hours following the release of its FY27 outlook.
Intuit closed fiscal year 2026 with a beat on both top and bottom lines, yet shares slipped...
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We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.
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