Yet Another Value Podcast Mostly Borrowed Ideas on Autodesk ( $ADSK)
6 snips
Mar 22, 2021 Abdullah Al-Rezwan from Mostly Borrowed Ideas discusses Autodesk's successful transition to a subscription model, the potential of an infrastructure boom, bear points against Autodesk, and the opportunity to convert non-compliant users to paying subscribers.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
The Debate Between Generalists and Experts in Investing
03:11 • 3min
AutoDesk's Impact on Architecture Students
06:11 • 9min
The Significance of File Format Delivery and Auto Desk's Market Dominance
15:19 • 2min
Autodesk's Business Segments and Competitive Strategies
17:22 • 25min
Financial Guidance and Investor Perception
42:47 • 11min
Converting Non-Compliant Users into Paying Subscribers
53:32 • 16min