Munger Mode rating: 4 out of 5 — Buy. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
Written in the first person by Warren and Charlie. We rely only on the company's regulatory filings and earnings disclosures, those of its competitors, developments since the latest filing, and the current market price. We arrive at our own conclusions. Autodesk is one of the better businesses we have looked at in the software arena — and we are ordinarily skeptical of software, because we understand it poorly and because most of it has the durability of a sandcastle. Autodesk is the exception that proves we should occasionally hold our nose and look closely. It sells the digital tools that architects, engineers, construction firms, and manufacturers use to design the physical world. Its flagship product, AutoCAD, has been the industry standard for drafting and design for roughly four decades.
Recent filings analysed: 8-K (2026-08-03), 8-K (2026-07-13), 8-K (2026-06-18), 8-K (2026-06-15).
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