Sat, Mar 15, 2025
Mar 15
179,233 shares @ $0.00
Increased holdings by +15.80%
421st 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
27% win rate · -9.8% median edge vs SPY (275 trades, 90-day)