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No. of Recommendations: 2

I first saw your spreadsheet score on ADSK and was surprised that you rated it so highly. Then I watched the deep dive you did on the company and still was surprised by the score. I see a company that is increasing profitability but I also see a company that has a large amount of debt, especially relative to their capital, very little insider ownership, and a limited organic runway. I am an engineer and can vouch that we were forced to take a class in 2D Autocad and 3D Inventor so their software is certainly ubiquitous. Even though companies do become entrenched and there are high switching costs, there is also so much competition in this space that I have a hard time seeing how much more they can grow except through profitability. Any thoughts on your very bullish stance?

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