Fri, Jan 10, 2020
Jan 10
4,167 shares @ $0.00
Increased holdings by +2.30%
📍 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 6 transactions by 6 insiders
Unscheduled trade
Price 12% below 200-day moving average