Wed, Jan 5, 2022
Jan 5
618 shares @ $0.00
Increased holdings by +0.30%
📍 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 3 transactions by 3 insiders
Unscheduled trade
19% win rate · -10.2% median edge vs SPY (73 trades, 90-day)