Mike O'Mahony
speaker
2,208 appearances
9 recordings
1 series
first heard Jul 2026
last heard 6d ago
Mike O'Mahony’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 9 in all, peaking in Jul 2026 with 4.
Appearances
I think right now the market has thrashed it down unnecessarily.
So that'll be the second one I think looks a little overdone to me.
Third, I'll go with Intuit.
And this is a really interesting one because we're all watching businesses about...
Will AI wreck the show or not?
And, you know, I don't think the numbers are showing that it's really in trouble.
So entirely, and I half spoke my thoughts earlier when I was saying it did an $8 billion buyback.
And I said, look, there's two lenses under which you could view this.
One is they really are allocating capital as best they can.
The other is somewhat of a cynical move.
But $8 billion is a huge check.
The company's backing itself with an outstanding buyback.
And so I wouldn't call investing in Intuit now a slam dunk.
like the first two I mentioned, but there's still an open lawsuit, for example, on how they handle pricing disclosures.
And if AI tax tools start to steal customers next tax season, then that bear actually has come into the room and we're kind of going to be maligned and it's not going to be pretty.
So I did think Intuit was overdone.
It's a stock we've watched on my Wall Street since the launch of our very first app.
It was one of the what we call the showroom was when we said, like, this is great business for the long term.
And, you know, I'm still in that camp.
But the fourth one, Mike, as I know, usually I only go three, but I have to give Accenture a an honorary mention because.
Showing 2141–2160 of 2,208 · page 108 of 111
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