I gave a buy rating for Autodesk, Inc. (NASDAQ: ADSK ) previously because of the solid execution so far, successful traction with the transaction model shift, and also AI adoption showing real momentum. I believeI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvest ...