Tue, Mar 14, 2023
Mar 14
455,835 shares @ $0.00
Increased holdings by +29.90%
406th largest trade (out of 424)
📍 ANET ThesisConcentrates 99% of 205 backtested trades in ANET, which has averaged +92.5% @730d vs SPY. Their own timing adds only +4.2% on top — this is thesis validation, not market-timing skill. Methodology →
Cluster Buy
Trade made by an officer
Part of a cluster of 3 transactions by 3 insiders
Unscheduled trade
31% win rate · -6.3% median edge vs SPY (108 trades, 90-day)
Price 17% below 200-day moving average