Mon, Sep 21, 2020
Sep 21
62,762 shares @ $14.48
Decreased holdings by -5.70%
45th 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 →
Trade made by an officer
Price 8% below 200-day moving average