Thu, Feb 18, 2021
Feb 18
431,079 shares @ $0.00
Increased holdings by +44.40%
420th 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 3 transactions by 3 insiders
Unscheduled trade
20% win rate · +0.5% median edge vs SPY (25 trades, 90-day)
Price 46% above 200-day moving average