Mostly Borrowed Ideas on Autodesk ( $ADSK)

Yet Another Value Podcast

Mar 22, 2021•1 hr 9 min

--:--

Listen in podcast apps:

Apple Podcasts

Spotify

Download

Listen to this episode in Metacast mobile app

Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

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

For the best experience, listen in Metacast app for iOS or Android