Mostly Borrowed Ideas on Autodesk ( $ADSK)
About this episode
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
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