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Campaigns / Spruce Point Capital → Intuit Inc.
Spruce Point Capital vs. Intuit Inc.

Intuit Inc. · INTU

1 deck published between 2024-09-20 and 2024-09-20 — 125 pages, 125 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2024-09-20 initial thesis

    2024 09 66ed67e858ebd23d0e6879ed_intu_research_thesis_9 20 2024

    125pp · full_deck

    Intuit is an opaque, consumer-unfriendly SMB software company whose $20bn Credit Karma/Mailchimp blunders and 11x revenue multiple imply 40%-80% downside under CEO Sasan Goodarzi.