Mostly Borrowed Ideas on Autodesk ( $ADSK)

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 Chapters0:00 Intro2:00 Being a generalist versus expert7:15 Autodesk overview17:30 Breaking down Autodesk's different segments26:10 Discussing some more Autodesk bear points35:50 Can Autodesk use their distribution to launch new products?40:45 Analyzing ADSK's CEO and their LT targets53:35 Noncompliant user opportunity1:02:20 Valuation discussion