Autodesk: Incredible Moat And Great Opportunities, But Too Expensive

Core Insights - The article discusses the investment philosophy of a hedge fund co-founder, emphasizing a focus on long-term investment opportunities based on fundamental analysis [1] Group 1: Investment Strategy - The company seeks long-term investment opportunities, particularly in sectors such as energy, technology, and homebuilding [1] - Extensive research is conducted on various industries to identify potential investments [1] - Constructive discussions with other analysts, especially those with opposing views, are valued for enhancing investment theses [1] Group 2: Analyst Engagement - The company encourages engagement with other analysts and welcomes differing opinions on covered companies [1]