Sun, Jun 20, 2021
Jun 20
44,991 shares @ $18.91
Decreased holdings by -3.50%
48th 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 2 transactions by 2 insiders
11% win rate · -10.2% median edge vs SPY (44 trades, 90-day)