Episode 110: Autodesk, Avid Technology, and Procore with Luis Sanchez
We had a great discussion with Luis this week. Avid Technology is an unknown company but Luis gave a fantastic pitch on them.
The Autodesk and Procore discussion was insightful too. Each company has its own set of advantages and disadvantages, and it will be interesting to see who wins over the long-term, or if both just do well.
Stories this week included Alibaba’s government fine, Microsoft buying Nuance Communications, and the “Buffet” indicator making a prominent appearance on financial Twitter again.
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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this podcast.