Sat, Jun 10, 2023
Jun 10
813,526 shares @ $0.00
New position
410th 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
33% win rate · -4.9% median edge vs SPY (116 trades, 90-day)