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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
During Q4 2025, The London Company Income Equity portfolio declined by 1.4% (-1.6% net), underperforming the Russell 1000 Value Index, which gained 3.8%. The underperformance was...
— Brian Campbell
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Other investors who've written on Cisco Systems, Inc.
The manager cites Cisco's late 1990s valuation bubble as a cautionary lesson for investors holding overvalued mega-cap tech companies today. He argues that...
Cisco Systems, the networking company, celebrated a 41st anniversary last year. They were two...
Cisco Systems, Inc. has demonstrated strong growth in its networking business, particularly in AI infrastructure, with a 28% YoY growth in Q4 2026. The company has...