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
ADSKFYI/ 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
Trade closed manually
a bunch of recent blasphemous commercials mocking the Creatorno 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
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.