Aleksander Edemann

Buyside Portfolio Manager - Global equities. Views are my own

[Aleksander Edemann @AleksanderEde]

@CeleritasRe Change in WFE mix i assume. TEL is strong in DRAM/NAND (etching), so may regain share going forward. @MooreMorrisSemi has a good TEL deep dive on his substack

[Aleksander Edemann @AleksanderEde]

@TheLAPurchaser @Krokodil_V Ive spend a lot of time on getting the prompting right and actually find AskB very useful. It summarizes all sell-side last 24 hours, highlights the important stuff and tells me if analyst is meaningful different to cons and why. I run it every morning

[Aleksander Edemann @AleksanderEde]

@BradoCapital Any news on when/if you will provide non GAAP reconciliation or provide a bridge on reported to adjusted numbers?

[Aleksander Edemann @AleksanderEde]

@damnang2 I'm more nervous about Arista's entrance into campus where Cisco is dominating

[Aleksander Edemann @AleksanderEde]

@buccocapital Investors nervous of AI means less need for clinical trials.

[Aleksander Edemann @AleksanderEde]

@CousinGraig Good find. Website traffic starting to look better on Terminix vs Rollins

[Aleksander Edemann @AleksanderEde]

@gregoryblotnick And would add that most if not all brokers build cash in the balance sheets, which is not realistic. Much better to always use all the cash flow for either buybacks or reduce debt! That always gives some upside

[Aleksander Edemann @AleksanderEde]

@semodough Yes if u mean MS HC conference starting tomorrow

[Aleksander Edemann @AleksanderEde]

@BradoCapital @fiscal_ai Do/will you provide non gaap reconciliation? The only thing Bloomberg is missing in FA imo, so would make me sign up

[Aleksander Edemann @AleksanderEde]

@KoyfinCharts 1) Ability to plot P/E forward 3Y z-score as a timeseries in the charting tool, also relative P/E ie PEP vs KO

2) Exp or log Regression line in charting tool x years back on ntm EPS or other to see distance to trend EPS

3) Regression tool with forward returns on z-axis

[Aleksander Edemann @AleksanderEde]

@KoyfinCharts Nope, but i probably should - i’ll post it there. Thanks for the reply 👍

[Aleksander Edemann @AleksanderEde]

@KoyfinCharts Can these P/E bands be automatically set, so the starting P/E is the mean and then add/substract +/- 1 to get all the other bands? Would spare the user(me) a lot of time if looking at >100 stocks :)

[Aleksander Edemann @AleksanderEde]

@KoyfinCharts Is it possible to add an auto regression channel to those P/E plots?

[Aleksander Edemann @AleksanderEde]

@KoyfinCharts Can it be done on NTM non-GAAP EPS? Otherwise not that useful imo

[Aleksander Edemann @AleksanderEde]

@KoyfinCharts The ability to code in Koyfin similar to Pinescript in Tradingview. Your data is much better, thus it would be a killer feature!

[Aleksander Edemann @AleksanderEde]

@tradingview Fix your forward EPS estimates so we can plot a correct P/E 12m forward… you already have the data from Factset available

[Aleksander Edemann @AleksanderEde]

@W_Scott_Griffin You’re calculating ev/nopat, not ev/ebit i.e you’re not adjusting for differences in cash taxes between companies, which ofc impact valuation

[Community Banker Guy @commbankerguy]

Two best charts I’ve seen from JP Morgan to explain what happened and shows you how unique Silicon Valley Bank was that led to blowup.

[Kaushik @WisemanCap]

$AMZN Approves 20-for-1 Stock Split

Finally!

[Aleksander Edemann @AleksanderEde]

@77ES77 @stephenharlinmd Correct, however, I've only experienced that once. I mostly pay attention to the single stock dix