Intuit’s (INTU) Resilience Amid Mailchimp Weakness and AI-Driven Growth: A Long-Term Investment Thesis
Intuit’s Q2 2025 results underscore a compelling duality: robust AI-driven growth in core segments and persistent challenges in the Mailchimp...
Thesis
Can Airbnb’s (ABNB) New Buyback and Tech Push Reveal Its Evolving Investment Thesis?
Airbnb, Inc. recently reported second-quarter 2025 financial results, with sales rising to US$3.10 billion and net income reaching US$642 million,...
