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David Bahnsen
The Bahnsen Group (CIO)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
David Bahnsen (The Bahnsen Group) tells Bloomberg he likes Cisco's fiscal Q4 report with no big surprises, stressing that non-hyperscaler networking orders are also up substantially.
what we've seen so far we like. There's no big surprises to us.
David Bahnsen (The Bahnsen Group) tells Bloomberg Cisco's cybersecurity footprint is under-appreciated in its valuation and its cash flow will grow substantially over time.
But the cybersecurity element is going to touch all of these different things and they have a footprint there that is being under appreciated in valuation. Over time I think you're going to see that cash flow grow substantially.
David Bahnsen (The Bahnsen Group) tells Bloomberg the market has already rewarded Cisco's AI pivot (up over 60% YTD, ~74% in 12 months), so his firm took its weighting down while keeping the stock for its legacy cash flows and dividend.
The stock is up over 60 percent year to date. It was up I think 74 percent in the last 12 months. So we made a lot of money in this company and we took our waiting down.
David Bahnsen (The Bahnsen Group) tells Bloomberg that investors chasing Cisco as a hot AI stock should be uncomfortable that so much of it is now levered to the same AI story as everything else.
But for those chasing a hot stock growth I am not as comfortable with the fact that so much of it is now levered to the same story
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