4/9/25 - $adsk - FYI/ probs a buy here low 240s

4月9日

4/9/25 :: VROCKSTAR :: ADSK
FYI/ probs a buy here low 240s

- i'll keep the comments on single names short so we can move thru a lot in the next days/weeks
- mid teens growth "prototyping" software, not any single industry exposed e.g. CDNS for semis etc.
- great ROICs >20% and high ROE's
- cash gen of 2.2 bn on 52 bn EV is >4% yield, which given it's software is "good" and sub 25x PE for mid teens PE growth is "you'll make $ LT buying quality here"
- when I look across all the "prototyping" names i follow, PTC probably ranks second, but i need lower to be enticed (also probs a buy, but not as clear as ADSK here), CDNS is too semi exposed for now, $snps/ANSS complicated but probably a buy... but similar to PTC i need lower. SVCO is too small and complicated even tho upside cb tremendous. just can't take big position so it would be a distraction. BSY is a clear stay away.

hope it helps

V

5月13日

手動結束交易

a bunch of recent blasphemous commercials mocking the Creator
no thanks, and time for the mgmt team that approved this to get a clue
i can't recommend this stock anymore. *too bad* given it's the only prototyping software biz that seems to check my financial criteria.
figured i'd close the thread here (which as you know I don't always do)
good luck to all, esp the mgmt team. FAFO stuff, and iykyk.

V