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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:

stockopine.substack.com
Autodesk Deep Dive
Autodesk provides software solutions for the architecture, engineering, construction, product design, manufacturing, media, and entertainment industries. The Company’s solutions focus amongst others on Computer Aided Design (CAD), Building Information Modelling (BIM) and 3D Modelling.

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