Tue, Dec 20, 2022
Dec 20
42,717 shares @ $27.52
Decreased holdings by -2.70%
39th 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 Trade
Trade made by an officer
32% win rate · -6.3% median edge vs SPY (103 trades, 90-day)