Thoughts on ADSK recent news about an internal investigation? Does it changes the thesis? The price is attractive IMO after the sell off following the news. Would like to add but I need to understand what's happening first.
While it's uncommon for a company of this size to make such announcements, at least someone raised the 'issue' to the board of directors. However, without more information, it's challenging to assess the impact on our thesis.
For the time being, considering Autodesk's robust and resilient business model, we're not taking any action (not a financial advice :) ).
Great article initiative!
Thoughts on ADSK recent news about an internal investigation? Does it changes the thesis? The price is attractive IMO after the sell off following the news. Would like to add but I need to understand what's happening first.
Thanks for the feedback Isaac.
While it's uncommon for a company of this size to make such announcements, at least someone raised the 'issue' to the board of directors. However, without more information, it's challenging to assess the impact on our thesis.
For the time being, considering Autodesk's robust and resilient business model, we're not taking any action (not a financial advice :) ).