Tech: All About Autodesk

Industry Focus

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4.6 • 854 Ratings

🗓️ 19 July 2019

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We've got another tech stock on our watch list and.... shocker it's a SaaS business! Brian Feroldi jumps on the show to pitch Autodesk -- a company that makes software tools for engineers, architects, and designers. The company underwent the tough transition from the licensing model to the SaaS model and looks prime to take off.

Stocks: ADSK

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Transcript

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0:00.0	Industry Focus Thanks our sponsor, Data Site 1 from Merrill Corporation, the market leading
0:05.1	due diligence app for the entire M&A Life Cycle, helping companies worldwide close more deals
0:10.6	faster.
0:11.6	To learn more and sign up for a free demo go to Merrill Corp.com slash
0:15.7	fool.
0:18.7	Welcome to Industry Focus, the podcast that dives into a different sector of the stock market
0:22.3	every day.
0:23.0	It's Friday, July 19th, and we're talking Autodesk, ticker ADSK.
0:28.0	I'm your host Dylan Lewis, and I'm joined on Skype by Fool.com's Brian Feroldi.
0:32.0	Brian, what's up? Hey Dylan how's it going?
0:35.0	Hey you know it's worth noting here that we are taping this episode on July 2nd.
0:41.0	It will be live on July 19th. I have to pre-tape this one because I'm going to be out of the office for a little bit, Brian.
0:46.0	Yeah, it sounds like you have an interesting vacation. Where are you off to?
0:49.0	I'm going to be heading to the Philippines with my girlfriend, Jess. We're going back. She's from Manila, so we're going
0:55.2	back to go to a friend's wedding and meet her family and like hang out there, which would be pretty
1:01.0	fun. That sounds like a high- vacation you're going on there Dylan.
1:04.0	I've met her mom before. I haven't met her dad yet and I haven't met her entire
1:09.3	extended family. So I am I'm working myself up a little bit, pumping myself up, trying to learn what I can.
1:15.6	I watch the Anthony Bourdain Parts Unknown episode about Manila the other night.
1:19.2	So I'm feeling good. I'm feeling ready.
1:20.8	I like it. Way to go. Just dive head into that. See how that works out.
1:26.8	Brian, one of the reasons that I love having you on the show is that you are always bringing stock ideas to the table.
	...

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