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Great writeup.
“It’s funny to think that in 2015, analysts were all steamed that Autodesk was guiding to mid-twenties margins for 2019 when what they expected was upper-30s4…well, in fact, Autodesk’s margins came in at just 12% and stock quadrupled anyways. Good job everyone.”

Which legacy players today can be seen making a transition similar to this ? For example, TDC.
How much of this ADSK transition is tailwinds and able leadership ? How do you gauge that ?

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Posted by rohansdad (Questions: 1, Answers: 0)
Asked on April 8, 2021 1:38 pm
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