The Global Guru

The Global Guru

Same Returns as the Nasdaq. Far Less Stress.

Feb 18, 2026
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In March 2000, Cisco was the most valuable company in the world.

Analysts projected trillion-dollar valuations. The Nasdaq was unstoppable. The future belonged to tech.

Then it fell 80%.

I’ve written before about Cisco’s cautionary tale — how even a great business can become a disastrous investment if you overpay. Investors learned that lesson the hard way.

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