Substack · The Sunday Pivot · Richard Fletcher
Aviva, Cisco, Tui and InterContinental Hotels update
The Sunday Pivot: your guide to the week ahead in business and markets
Since publication CSCO −10.1% α −9.1 pp vs S&P 500 · USD
US · 2 entries · 2 publications
CSCO
Cisco
- Entries
- 2
- Bullish
- 0
- Bearish
- 0
- First
- Jul 22, 2026
- Latest
- Aug 9, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on CSCO at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- August 2026 1 entry
- July 2026 1 entry
Substack · Quanta 72
Are Today’s AI Leaders Following the Dot-Com Playbook?
What Cisco and the dot-com bubble can teach us about today's AI infrastructure race.
Since publication −1.8% α −4.1 pp vs S&P 500 · USD
There are 11 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.