Substack · 👀📈 CEOWatcher · CEO Watcher
CEO Watcher Q2'26 Insider Trading Report
Software insider purchases have been paying off and four industries to watch in Q3
US · 3 entries · 3 publications
ADSK
Autodesk, Inc.
- Entries
- 3
- Bullish
- 1
- Bearish
- 0
- First
- Jul 31, 2025
- Latest
- Jul 21, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on ADSK at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeSector research that mentions it
1Timeline
Newest to oldest- July 2026 2 entries
Blogs · r/ValueInvesting · /u/OnTheStreetwithLou
Why the AI Software Panic is Wrong: A Deep Dive on Autodesk (ADSK) and its Unbreakable Moat
There is a growing narrative in the market right now that generative AI will make mission-critical enterprise software obsolete, and that traditional software companies will see their margins and pricing power eroded…
Since publication +18.1% α +15.9 pp vs S&P 500 · USD
Substack · Mulberry Investment Research
The Software AI Moat: Autodesk (ADSK) | How Wars Impact Markets & U.S. Retail Spending
# 28 - July 21, 2026: A deep dive on Autodesk’s (ADSK) AI moat, how global conflicts historically impact asset returns, and early warning signs from the U.S. consumer.
Since publication +18.1% α +15.9 pp vs S&P 500 · USD
- July 2025 1 entry
Funds · Seilern Investment Management
Autodesk: Ch-Ch-Changes
A recent addition to the Seilern Universe, Autodesk exemplifies a software company that has embraced transformation not only frequently, but with genuine conviction. While nothing quite as dramatic as Bowie’s…
Since publication −17.7% α −38.8 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.