Autodesk, Inc. (ADSK): Strong Business Model Meets Questionable Management

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Stock Spotlight

Michael

21 episodes

2 days ago

Stock Spotlight is a podcast dedicated to highlighting intriguing investment opportunities. In each episode, host Michael shines a light on promising stocks that have earned a 'watch' or 'pass' rating on his 33-question research checklist. Listeners can expect a thorough exploration of selected companies, covering their business models, financial performance and market positioning. As the show evolves, Michael will also delve into broader investing topics.

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All content for Stock Spotlight is the property of Michael and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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Autodesk, Inc. (ADSK): Strong Business Model Meets Questionable Management

Stock Spotlight

49 minutes 38 seconds

11 months ago

Autodesk, Inc. (ADSK): Strong Business Model Meets Questionable Management

In this episode of Stock Spotlight, host Michael examines Autodesk, Inc. (ADSK), a leader in design and engineering software solutions with a legacy dating back to 1982. Michael highlights Autodesk's evolution from AutoCAD to a comprehensive suite of innovative tools under the leadership of CEO Andrew Anagnost, who took over in 2017. He discusses the company's strong market position, characterized by its successful transition to a subscription-based revenue model and strategic initiatives like generative AI integration and the development of tools like Fusion.

As of November 27th, 2024, Michael plans to watch Autodesk closely, eyeing a buy range around $200. For investors without a full portfolio, Michael suggests the $225-$240 range as an attractive entry point. Michael notes that while Autodesk meets most criteria for a Quality Growth company, investors should be aware of several ongoing challenges, including the shift to annual billing and potential leadership disruptions due to CFO turnover and activist investor pressure.

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00:00 Intro

01:05 Investment Checklist & Database

02:48 Business & Industry Overview

17:03 Business Model & High-Quality Attributes

26:48 Financial Statement Overview

33:01 Management & Ownership Structure

39:04 Growth Areas & Risk Factors

42:29 KPIs to Track

43:49 Valuation & Technical Analysis

47:59 Episode Takeaways

48:47 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

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Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.