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Cisco

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Sep 29, 2020 by Matthew Holland · said 10 times in 4 episodes since 2020 · across every show →

Mentions by year

brought up most by Anthony Scilipoti (6), Shane Parrish (2), Morgan Housel (1), Matthew Holland (1)

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2025 6 mentions in 1 episode
2024 1 mention in 1 episode
2021 1 mention in 1 episode
2020 2 mentions in 1 episode

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Everything said about Cisco, oldest first

Sep 29, 2020 negative
Assertion Supported
Holland: Huawei clearly used leaked Cisco intellectual property in 2003–2004
“It was back in 2003, 2004, but there was a very clear cut case that Huawei was using conveniently leaked intellectual property.”
Matthew Holland Sep 29, 2020 ▶ 1:06:21 #93 Matt Holland: Zero Day
Oct 28, 2025
Assertion Supported
Scilipoti: Cisco never regained dot-com peak valuation despite much higher earnings
“Cisco still exists today, but has never traded at its historical valuation. And yet it's a multiples bigger than it was back then by earnings and by revenue.”
Anthony Scilipoti Oct 28, 2025 ▶ 18:33 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
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