Cisco Faces Growing Competition For The Hyperscalers

Core Insights - The article discusses the investment analysis approach of Michael Del Monte, highlighting his macro-value-oriented strategy and cross-industry analysis expertise [1]. Group 1: Analyst Background - Michael Del Monte has over 5 years of experience as a buy-side equity analyst and over a decade in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and Consumer Discretionary [1]. Group 2: Investment Approach - The investment analysis approach taken by Michael is macro-value-oriented, focusing on making investment recommendations based on comprehensive cross-industry analysis [1].