Abdullah Al-Rezwan from Mostly Borrowed Ideas ( https://mbi-deepdives.com/ ​) returns to the podcast to discuss his latest research pick, Autodesk (ADSK). The company successfully did the transition from a licensed to subscription business model, and with that transition behind them, Abdullah discusses why the future is brighter than ever and why Autodesk will benefit from an infrastructure boom. Abdullah / MBI's first appearance on ETSY: https://www.youtube.com/watch?v=muhNdYcNHgk  Chapters 0:00 Intro 2:00 Being a generalist versus expert 7:15 Autodesk overview 17:30 Breaking down Autodesk's different segments 26:10 Discussing some more Autodesk bear points 35:50 Can Autodesk use their distribution to launch new products? 40:45 Analyzing ADSK's CEO and their LT targets 53:35 Noncompliant user opportunity 1:02:20 Valuation discussion

Yet Another Value Podcast

Mostly Borrowed Ideas on Autodesk ( $ADSK)

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas.
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