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  "documentTitle": "Intuit Inc. (INTU)",
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      "text": "However, [investors] also agree with our core belief that there’s been a fundamental shift in how SMBs run their businesses that now makes it possible to disrupt QuickBooks’ moat.",
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      "text": "Excerpts from TechCrunch regarding the shift in SMB operations and the potential disruption of QuickBooks' moat.",
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      "text": "Shopify, Square, and Stripe offer a broad range of business tools. We believe the logical next step is for them to add bookkeeping and accounting functionality.",
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