ADSK News and Press, Autodesk Inc. From 02/11/23

Summary Long-term portfolio income closely tracks total returns, which are a function of yield + growth. If you want to maximize long-term retirement income you need to own both high-yield and growth stocks. Apple is one of the world's best dividend blue-chips, with an AA+ rated bal...

Summary Three companies have been removed from my watchlist and added to the active portfolio. I added four new companies to my watchlist. I list the companies I'm most closely following over the next few months. While I have typically done my watchlist article bi-monthly,...

Summary William von Mueffling's 13F portfolio value increased this quarter from $11.04B to $11.81B. Cantillon added CDW Corp and increased BlackRock, Interactive Brokers, Entegris, and Armstrong World Industries during the quarter. The portfolio continues to be very concentrated wit...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Source: Stock-Asso / Shutterstock.com Protocol Labs layoffs are a hot topic on Monday as the Filecoin ( FIL-USD ) creator reveals plans to cut jobs. The Protocol Labs layoffs have the crypto company cutting its...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips While FAANG stocks are mostly in the spotlight today due to earnings, Autodesk (NASDAQ: ADSK ) carved out a spot of its own on Friday. Shares of ADSK stock opened lower on the day and fell 3.1% at the session low after head...

Autodesk extends invitation to join financial results conference call and digital investor day PR Newswire Fourth quarter fiscal 2023 financial results conference call to be held Thursday, February 23, 2023 , 2 p.m. PT SAN FRANCISCO , Feb. 2, 2023 /PR...

Summary The construction industry is very inefficient. Digitalization is not present in most construction companies and offers a large market opportunity. Nemetschek SE is a highly profitable hidden champion out of Germany. This family business could offer a lucrative investment...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips One of the secondary consequences of Russia’s invasion of Ukraine was the impact of environmental, social, and governance ( ESG ) initiatives, negatively affecting even the most highly rated ESG companies. Essentially,...

Summary Autodesk has evolved with the times to develop itself a nice moat, and the SaaS transition has been a good one for the company. The basics of the company are a pretty easy parallel to Photoshop and Adobe, which is another company I like a lot. Autodesk was part of the tech r...

Summary PCOR is tackling an industry that is large and ripe for disruption. PCOR's comprehensive platform increases retention rate and opportunities for cross-selling. PCOR continues to see strong demand despite the weak macroenvironment. Investment thesis I recommend ...