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3min chapter
Mostly Borrowed Ideas on Autodesk ( $ADSK)
Yet Another Value Podcast
Introduction
In this chapter, the host welcomes back a guest from MDI deep dives to discuss the success of their paid service and their in-depth analysis of Autodesk. They talk about the guest's ability to address bear cases and anticipate questions, and emphasize the significance of offering thoughtful opinions even as a generalist.
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