Tue, Aug 20, 2024
Aug 20
211 shares @ $0.00
Increased holdings by +0.40%
📍 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 27 transactions by 7 insiders
24% win rate · -9.8% median edge vs SPY (227 trades, 90-day)
Price 25% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—