Mon, Dec 20, 2021
Dec 20
30,589 shares @ $32.09
Decreased holdings by -2.50%
44th 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
20% win rate · -11.2% median edge vs SPY (69 trades, 90-day)
Price 37% above 200-day moving average