Why We Own Autodesk (Ticker: ADSK)

This is our Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.

Autodesk provides 3D design, engineering, and entertainment software and services worldwide. The company was founded in 1982 in Mill Valley, California. Brett and Ryan dive through Autodesk and outline the investment thesis for why we own the company in our Arch Capital limited partnership.

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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/

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Timestamps

Why do we own Autodesk? (4:03)

What are their products? (15:43)

Valuation (47:48)