Autodesk's (NASDAQ: ADSK) stock plunged 15% on Nov. 24 after the design software maker posted its third-quarter earnings report. That strategy, which closely mirrors Adobe's (NASDAQ: ADBE) transformation of its creative software into cloud-based services, locked in Autodesk's customers with sticky subscriptions. Clifford attributed its slowdown in the fourth quarter to the "supply chain disruption and resulting inflationary pressures, a global labor shortage, and the ebb and flow of COVID."