ADSK
2 tracked calls · 2 long · 0 short · last 90d: 1L/0S
first called by All-In Podcast 4mo ago
IN TRACKED PORTFOLIOS
LONG2mo ago
“Autodesk is special, even unique among the SW50. … Out of my buy zone quite a bit just on that IV15 ratio.”Cassandra Unchained · Michael Burry
Autodesk is a unique 15%-grower with a liability lock-in moat, but at 3.58x IV15 it is too expensive
ADSKLONG@ $233.43
$230.19-1.39%
since call May 28
peak +4.4%
LONG4mo ago
“Omniverse and Blender and Autodesk and all of these tools are going to continue to be used.”All-In Podcast
Autodesk's design tools persist as agent control surfaces rather than getting displaced
ADSKLONG@ $252.04
$230.19-8.67%
since call Mar 19