Jordane Guillot

Jordane Guillot, an investment analyst at Marathon Asset Management, dives into Dassault Systèmes, a leading French technology firm. He discusses the company's current valuation challenges while highlighting its crucial role in industrial design. The conversation covers unique capital cycles in engineering software and strategic acquisitions that bolster market position. Guillot also addresses the impact of the shift from license-based to subscription models and the significance of advancements like virtual pre-testing in drug development.