StockOpine's avatar
$31.1m follower assets
Opening a position in Autodesk $ADSK
Yesterday, we initiated a small position in $ADSK (1,6% of our portfolio) at $174. We believe that Autodesk is a wide moat business and the current share price provides a buying opportunity in our opinion.

The size of our position will allow us to add to our investment in case there is further drop in price and the fundamentals remain untouched.

Disclaimer: Not a financial advice

You can read our Autodesk deep dive released in May here:

Yegor's avatar
Maybe it’s time for me to read up on $ADSK
StockOpine's avatar
Sure. Let us have your feedback once you read it.

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