Wed, Nov 20, 2024
Nov 20
212 shares @ $0.00
Decreased holdings by -33.40%
📍 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 a director
Part of a cluster of 19 transactions by 6 insiders
22% win rate · -9.8% median edge vs SPY (250 trades, 90-day)
Price 16% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—