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Mostly Borrowed Ideas on Autodesk ( $ADSK)

Yet Another Value Podcast

CHAPTER

Financial Guidance and Investor Perception

The speakers discuss the impact of companies providing financial guidance on investors' perception, highlighting both the benefits and downsides. They address the difficulty of long-term guidance, the importance of credibility, and compare Autodesk to Danaher in terms of acquisitions and cash flow management.

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