Fri, Jan 13, 2023
Jan 13
1,681 shares @ $0.00
Increased holdings by +0.90%
📍 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 2 transactions by 2 insiders
Unscheduled trade
32% win rate · -6.3% median edge vs SPY (103 trades, 90-day)
Price 32% below 200-day moving average