@investwithbtm The answer I expected haha. Seems reasonable, you basically waited for the company to prove that they can still grow with less tailwinds, which they did. Thanks!
@investwithbtm Whatโs changed in your thesis? Share price is still higher than a year ago. Did the business perform better than you anticipated? If so, how did this change your thesis?
@CCM_Brett@CCM_Ryan thoughts on ADSK Q2 results? Enjoyed listening to the call and like the idea of a steadier FCF through the 1 year subscription model. Also pretty encouraging management didnโt count on infrastructure tailwinds in their guidance.