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Cisco

Sector Information Technology

24 letters mention Cisco, from 10 managers. Page 1 of 2.

• H1 2026 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned 4 times
• Q4 2024 Mayar Capital · Q4 2024 letter ↗ Abdulaziz Alnaim · mentioned 6 times
• Q4 2024 Horos Asset Management · Q4 2024 letter ↗ Javier Ruiz · mentioned once
• Q4 2024 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned once
• 2023 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• 2022 Giverny Capital · Annual letter ↗ François Rochon · mentioned 8 times
• Q4 2022 Hayden Capital · Q4 2022 letter ↗ Fred Liu · mentioned once
• Q1 2022 Hayden Capital · Q1 2022 letter ↗ Fred Liu · mentioned 8 times
• Q1 2022 Horos Asset Management · Q1 2022 letter ↗ Javier Ruiz · mentioned once
• Q3 2020 Horos Asset Management · Q3 2020 letter ↗ Javier Ruiz · mentioned 2 times
• Q3 2020 Vltava Fund · Techno party ↗ Daniel Gladiš · mentioned once
• H2 2019 Emeth Value Capital · H2 2019 letter ↗ Andrew Carreon · mentioned 3 times
• H1 2019 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q1 2019 Laughing Water Capital · Q1 2019 letter ↗ Matthew Sweeney · mentioned once
• 2017 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned 3 times
• Q3 2017 Greenhaven Road Capital · Q3 2017 letter ↗ Scott Miller · mentioned 2 times
• Q2 2017 Greenhaven Road Capital · Q2 2017 letter ↗ Scott Miller · mentioned once
• Q3 2016 Greenhaven Road Capital · Q3 2016 letter ↗ Scott Miller · mentioned once
• Q2 2016 Greenhaven Road Capital · Q2 2016 letter ↗ Scott Miller · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.