Topic Archives: Cisco (CSCO)

Bad news… Dream Finders Homes (DFH) did not partner up with Boston Omaha’s Yellowstone Acquisition SPAC (YSAC) to go public, as I had harbored some small hope they might… but good news, too, because DFH did go public this week, which came as a surprise to me on Thursday, since I hadn’t noticed the original […]

OK, I know, it’s getting a little ridiculous that I still haven’t covered the whole portfolio of stocks with my annual review updates — but for some I’m waiting to see what the quarterly update tells me, and for others, well, I’m just trying to catch up. Here’s what I’ve got for you by way […]

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, […]

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 […]

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 […]

This week, in an effort to be as boring as possible, I picked up small positions in two technology dinosaurs who are likely to pay growing dividends — Cisco (CSCO) and Intel (INTC). Both companies face strong competition and some specific challenges — most prominently Intel with their challenges in building an effective mobile chip […]


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    I just started investing actively this year. Here are some of my big winners ACUIF - up 114% -was almost 200% at one p...

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    Regarding INTZ “He says that while big names like Cisco Systems (CSCO) or Palo Alto Networks (PANW) can block anywhe...

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    One more list and his reasons is: (And I did share my lists with him). Bens list: (he does a facebook day trading group ...

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

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

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

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