Fri, Dec 4, 2020
Dec 4
965 shares @ $269.48
Decreased holdings by -1.40%
98th 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 25 transactions by 7 insiders
Unscheduled trade
0% win rate · -12.8% median edge vs SPY (12 trades, 90-day · small sample)
Price 23% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—