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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Dr Ian Mortimer, CFAGuinness Global Innovators | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | Guinness Global Innovators - INTU Intuit returned -40.2% in USD over Q2 and was sold during the quarter. We initially bought... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | David SteinthalL1 Capital International Fund | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | L1 Capital International Fund - INTU Intercontinental Exchange and Intuit each detracted from the Fund's performance by more than 1.0%. Intuit's Q3 2026... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Achilleas TaxildarisThe Bristol Gate U.S. Equity Strategy | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | The Bristol Gate U.S. Equity Strategy - INTU Intuit was the largest detractor with the share price down significantly after its quarterly report disappointed investors. This compounded fears... | BEAR | View Pitch → |
| Sep 2, 2026 | Fund Letter | Tucker BrownSGA - U.S. Large Cap Growth | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | SGA - U.S. Large Cap Growth - INTU We liquidated our position in Intuit during the quarter. Following the company's... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Hrishikesh GuptaSGA - Global Growth | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | SGA Global Growth - INTU Intuit was a detractor from performance during the quarter. The company reported... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Alex UmanskyBaron Durable Advantage Fund | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | Baron Durable Advantage Fund - INTU Intuit Inc. is the leading provider of accounting software for small businesses and tax preparation software for individuals and tax professionals. Shares fell 36.5%... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Michael KramerMott Capital Management | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | Mott Capital Management - INTU During the quarter, I bought shares of Intuit, ServiceNow, and Cboe Global Markets for the strategy. These are companies... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Josh SaltmanBaron FinTech Fund | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | Baron FinTech Fund - INTU Intuit Inc. is the leading provider of accounting software for small businesses and tax preparation software for individuals and tax professionals. Shares fell due... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Alan BreedEdgewood Management | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | Long INTU (Intuit Inc.) The manager maintains a positive view of the company following robust quarterly results and solid future guidance. Although shares fell... | BULL | View Pitch → |
| Aug 16, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | Intuit Inc. Intuit Inc. is positioned for a bullish reversal, supported by strong fundamentals and a well-defined bullish divergence on the weekly chart. Despite fears that... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Terry SmithFundsmith Equity Fund | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | Fundsmith Equity Fund 2025 Q4 (INTU) We previously sold a position we held in Intuit, the accounting and tax software company, after it acquired Mailchimp in 2021 because we felt that Mailchimp fell outside its circle of competence and they paid about three times the right price, something which they attempted to justify by pointing out that half the consideration paid was in Intuit shares. What this implied... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | David SteinthalL1 Capital International Fund | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | L1 Capital International Fund 2025 Q4 (INTU) Intuit is another leading software holding where we believe AI-related concerns are overly reflected in the share price and is currently trading on decade low earnings multiples. BSD Analysis: Intuit... | BULL | View Pitch → |
| Nov 29, 2025 | Fund Letter | Achilleas TaxildarisThe Bristol Gate U.S. Equity Strategy | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | The Bristol Gate U.S. Equity Strategy 2025 Q3 (INTU) Intuit shares declined on conservative FY2026 guidance, forecasting 12% revenue and 14.5% EPS growth, slightly below consensus. Weakness in MailChimp... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Silas Myers, Brian MasseyMar Vista US Quality | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | Mar Vista US Quality 2025 Q3 (INTU) Intuit's (INTU) shares came under pressure during the quarter as investors grew concerned that autonomous AI agents could weaken the competitive position of traditional software-as-a-service providers. While we acknowledge... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Delaware Management Company (now part of Nomura Asset Management)Macquarie Large Cap Growth Fund | Intuit Inc. $INTU• NASDAQ | Application SoftwareSoftware | Macquarie Large Cap Growth Fund 2025 Q3 (INTU) Intuit, operator of TurboTax and QuickBooks, faced several headwinds in 2025, though its business fundamentals remain solid. During the quarter,... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.