Fri, Dec 1, 2023
Dec 1
8,912 shares @ $197.40
Decreased holdings by -33.30%
26th 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 →
Large TradeCluster Buy
Trade made by a director
Part of a cluster of 2 transactions by 2 insiders
Unscheduled trade
35% win rate · -6.3% median edge vs SPY (147 trades, 90-day)
Price 40% above 200-day moving average