
Stocks back in the Green 3/3/23
Halftime Report
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Is Intuit a Competitive Advantage?
Intuit has a competitive advantage in terms of the type of business that they are operating in, which is tax and accounting. I love the move to the AI platform that Intuit is focused on. And the fact that they're getting better margins off of their online, which is now a majority of their revenues leads me to believe that we continue to have margin expansion for a company like this. Microsoft, I still believe you get it cheaper. I don't think it's compelling here. So I'd love to own it. I think I'll own it at low prices. That's been my strategy. And I will own it.
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