Fri, Jan 10, 2025
Jan 10
1,309 shares @ $0.00
Increased holdings by +0.70%
396th 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 a director
Part of a cluster of 2 transactions by 2 insiders
Unscheduled trade
26% win rate · -9.8% median edge vs SPY (264 trades, 90-day)