Lou Whiteman
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Appearances Over Time
Podcast Appearances
I'll admit it's not a slam dunk, but Travis, it's down, I think, it's lost a quarter of its value this year.
Again, we're in early February.
Yeah.
I don't think this is a slam dunk by any means.
I think the threat is real.
But yeah, this is one that I'm getting closer and closer to leaning into.
I'm not a big fan of this company.
I feel like that there should be better ways.
You don't like doing your taxes?
Come on.
Well, look, the IRS gets all the information.
I do feel like that, like in most civilized countries, they should be able to just kind of.
I mean, lobbying, baby.
I don't want to be a conspiracy theorist.
If anything, we've gone the other way with the consumer product.
I do think the lesson is that they do have
a powerful market position, however they got there.
I think it'll probably be okay.
As much as we talked about the TurboTax side, a lot of what's driving this business is the non-consumer side, and that's a whole lot more complicated.
I'd be surprised if this business goes away.