neutralInterview2015-05-04conf:high
Defending Clayton Homes and Berkshire's IBM stake | May 4, 2015
“I don't know if you ever bought Cisco. I mean, you have sort of an aversion”
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Cisco Systems Inc.
$CSCO4 mentions across the corpus · positive 0 · negative 0 · neutral 3 · historical 1
neutralInterview2015-05-04conf:high
Defending Clayton Homes and Berkshire's IBM stake | May 4, 2015
“Cisco today is giving some executive succession details, announcing that the board of directors has appointed Chuck Robbins as CEO taking over for John Chambers on July 26, 2015.”
neutralInterview2015-05-04conf:high
Defending Clayton Homes and Berkshire's IBM stake | May 4, 2015
“Carol Bartz, who is the lead independent director on Cisco's board, says that I've had the opportunity to watch Chuck grow as a leader over the last 17 years.”
historicalEssay2004-07-01conf:medium
Wesco 2004 Annual Meeting — Notes of Charlie Munger's Remarks (Whitney Tilson)
“a story Munger wrote – that I think loosely resembles Cisco, IMB and the like – in which the managers of a formerly reputable tech company become greedy”