Core Insights - Triba Research aims to identify high-quality businesses capable of delivering sustainable, double-digit returns over the long term [1] - The investment strategy emphasizes companies with strong competitive advantages, operating in growing markets, maintaining low debt levels, and led by skilled management teams [1] - The focus remains on long-term value creation while staying informed about the latest developments in the market [1]

Core Insights - Triba Research aims to identify high-quality businesses capable of delivering sustainable, double-digit returns over the long term [1] - The investment strategy emphasizes companies with strong competitive advantages, operating in growing markets, maintaining low debt levels, and led by skilled management teams [1] - The focus remains on long-term value creation while staying informed about the latest developments [1] Investment Strategy - The strategy targets companies with strong competitive advantages [1] - Emphasis on companies operating in growing markets [1] - Importance of low debt levels in the companies being analyzed [1] - Management teams should be skilled and aligned with the company's goals [1] Long-term Focus - Triba Research prioritizes long-term value creation over short-term market fluctuations [1] - The mission is to uncover businesses that can sustain growth and profitability over time [1]

Key Takeaways Intuit teams up with Aprio to help mid-market firms grow faster and smarter through joint services.The partnership merges Intuit Enterprise Suite with Aprio's accounting and advisory expertise.Both firms plan to expand into broader advisory and growth solutions over the next 12-24 months.Intuit Inc. (INTU) recently announced a strategic partnership with Aprio, to help mid-market businesses grow faster and smarter. This partnership combines Intuit’s modern, AI-powered ERP solution called Intuit ...

Intuit has joined forces with accounting firm Aprio to support the growth of mid-market businesses, leveraging their respective AI-driven Enterprise Suite and advisory services. The partnership will evolve to include AI-powered solutions and services aimed at addressing the needs of larger accounting firms and their clientele. The joint services provided by Intuit and Aprio will offer customised customer experiences and insights tailored to specific industries, with a focus on sectors such as constructio ...

Key Takeaways Intuit introduced new Mailchimp features to help retailers maximize holiday season revenues.Enhancements include smarter Shopify engagement, global SMS and a unified performance dashboard.Advanced analytics, cookieless tracking and new templates enable precise, personalized campaigns.Intuit Inc. (INTU) recently announced that it has added new powerful features to Mailchimp to capitalize on the ensuing holiday season opportunity for retailers, aimed at delivering higher revenue growth.The new M ...

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” investor letter for the third quarter of 2025. A copy of the letter can be downloaded here. Equity indexes again posted record gains in the third quarter of 2025, with AI-themed stocks leading the market. AI Stocks led around 75% of the market returns in the quarter. In this environment, the fund delivered positive returns in the quarter but lagged behind the Russell 1000 Growth Index benchmark. The ...

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market continued its strong performance in the third quarter of 2025, driven by enthusiasm for generative AI and strength in the semiconductor sector. In the quarter, the focus shifted to positive economic surprises, fiscal policy optimism, and better-than-expected corporate earnings. In the quarter, the strategy returned 3.34 ...

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was a standout period for US equities, led by optimism over the Federal Reserve’s dovish pivot and the ongoing boom in artificial intelligence (AI). The S&P 500® Index and the Nasdaq Composite surged, representing technology’s relentless momentum.  In the quarter, the strategy returned +3.29% ne ...

Core Insights - The article discusses the author's background in analytics and accounting, highlighting over 10 years of experience in the investment arena, starting as an analyst and progressing to a management role [1]. Group 1 - The author holds a master's degree in Analytics from Northwestern University and a bachelor's degree in Accounting [1]. - The author has a personal interest in dividend investing and aims to share insights with the Seeking Alpha community [1]. Group 2 - The author has disclosed a beneficial long position in several companies, including ODFL, ZTS, MSCI, DPZ, INTU, ACN, WST, and SBAC, through various financial instruments [2]. - The article expresses the author's personal opinions and does not involve compensation from any mentioned companies [2].

Investors with an interest in Computer - Software stocks have likely encountered both Progress Software (PRGS) and Intuit (INTU) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revisio ...