Wed, Mar 13, 2024
Mar 13
324,202 shares @ $0.00
Increased holdings by +32.20%
391st 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 4 transactions by 4 insiders
Unscheduled trade
32% win rate · -6.3% median edge vs SPY (168 trades, 90-day)
Price 34% above 200-day moving average