Tue, Nov 28, 2023
Nov 28
731,414 shares @ $0.00
Decreased holdings by -41.10%
413th 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
Unscheduled trade
35% win rate · -6.3% median edge vs SPY (147 trades, 90-day)
Price 12% above 200-day moving average