Topic Archives: Cisco (CSCO)

Friday File: Sales for Profit and Loss, plus a couple add-on buys post-earnings

Happy Friday! I’ve got another reading assignment for you today… the researcher behind the Dunning-Kruger effect posted an interesting article called “We Are All Confident Idiots” a couple years ago that just came to my attention (I think someone posted it on Twitter, but forgot to jot down the original source). Here’s a little excerpt, […]

What’s the “Netflix’s Worst Nightmare” stock teased by RiskHedge

The RiskHedge folks are starting a new newsletter called Disruption Investor, and they’d like you to be a “founding subscriber” ($49/yr) — it looks like this will be one of those technology-focused “entry level” newsletters, helmed by Stephen McBride. What do I mean by “entry level?” Some publishers call this their “front end” — they’re […]

Cisco Out

I still like the general idea of investing in the “tech dinosaurs” who generate huge cash flows and dominate their businesses or who seem to be underestimated, but I now regret taking a flier on Cisco (CSCO) recently — so I’ve sold my small CSCO position and moved most of the cash over to expand […]

Comments

  • Avatar

    NSX and NSX-T from VMware are also software routers for data centers. Given that this is a mature product that scared th...

  • Avatar

    For most data center decision regarding switches are placing more value on automation. Cisco has the lead with ACI but a...

  • Avatar

    Thomas, I believe that one is Cisco. CSCO ...

  • This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. Nothing on this site should ever be considered to be personal advice, research or an invitation to buy or sell any securities. We also make mistakes and bad decisions sometimes, and our reasoning or data should be checked against trusted sources before they inform your investing decisions. Choices regarding how to invest your money or otherwise manage your life or finances are yours, we share only our analysis and opinion and all authors or commenters are individually responsible for the words and opinions they share here. Please read our important disclaimers and policies. Stock Gumshoe is supported by subscribers and by sponsors and advertisers. Stock Gumshoe's employee authors will disclose holdings in any stock covered at time of publication and will not trade in any stocks written about for at least three days after publication. Please see below for complete disclosure, disclaimer and policy information.

    Connect with Travis

    website designed by Gravity Switch