Topic Archives: Arista Networks (ANET)

OK, I know, it’s getting a little ridiculous that I still haven’t covered the whole portfolio of stocks with my annual review updates — but for some I’m waiting to see what the quarterly update tells me, and for others, well, I’m just trying to catch up. Here’s what I’ve got for you by way […]

Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re otherwise closed for the holiday, seems a good time to spread some cheer and […]

Happy Friday! I’ve got another reading assignment for you today… the researcher behind the Dunning-Kruger effect posted an interesting article called “We Are All Confident Idiots” a couple years ago that just came to my attention (I think someone posted it on Twitter, but forgot to jot down the original source). Here’s a little excerpt, […]

I covered a “powdered plasma” ad from Michael Robinson just yesterday, but it turns out the he’s also flogging “cryogenic blood” separately, in different ads for his same Nova-X Report newsletter, so I thought I better follow up to get rid of any confusion. The Thinkolator concluded that yesterday’s ad, teasing a Pennsylvania company, was […]

The RiskHedge folks are starting a new newsletter called Disruption Investor, and they’d like you to be a “founding subscriber” ($49/yr) — it looks like this will be one of those technology-focused “entry level” newsletters, helmed by Stephen McBride. What do I mean by “entry level?” Some publishers call this their “front end” — they’re […]

Everyone was watching this week to see if Warren Buffett did anything big with Berkshire Hathaway’s (BRK-B) portfolio in the fourth quarter of last year, news that comes once each quarter (large investors have to file their end-of-quarter holdings in US stocks 45 days after the quarter ends), and… he didn’t. Berkshire did add to […]

Comments

  • Avatar

    ANETs story resembles a lot NVDAs weakness during the past months, although ANET seems to be a lot more dependant on a f...

  • Travis Johnson, Stock Gumshoe

    Trade Note: At Home (HOME) hit my stop loss and I sold today, so that position is now cleared out ...

  • Travis Johnson, Stock Gumshoe

    Ad-wise, the heaviest rotation of ads from the Fool has been for TTD, SHOP and ANET. Though that’s not necessarily an...

  • Avatar

    I'm a MF subscriber and I paid too much for NHR. TTD is a good pick and so is SHOP. However TTD is not a part of NHR ...

  • Travis Johnson, Stock Gumshoe

    I expect that's probably still The Trade Desk (TTD) if it's the ...

  • Avatar

    Appreciate you teasing out this one. I’ve been bombarded with Risk Hedge emails and was wondering. I own a small amo...

  • Travis Johnson, Stock Gumshoe

    Could be, that's certainly a sentiment I hear from a lot of folks. Arista has little connection to actual streaming net...

  • Avatar

    I dipped my toe in ANET (just 25 shares) at 248.54...I can be patient,...

  • Avatar

    Thanks Travis for a fantastic Post. ANET is a great stock if we are willing to hold for 5+ years (better 10+). The rate ...

  • Avatar

    At Arista's (ANET) current price, it might be a good time to take some profit. It's a good company with good products, w...

  • Avatar

    I am a member and their stock of the YEAR is ANET! Wow has it made money since Jan 1. samiamaustin...

  • Avatar

    I bought some $ANET March 15 230 Calls when you mentioned them last year, got chicken when they jumped up $23 on Friday...

  • Avatar

    I think you meant to make that last part about cloud computing a distinctively separate section, but it got mushed into ...

  • Avatar
  • Avatar

    Is the competitive advantage for Arista's software architecture sustainable? How long before Cisco or Juniper copy this...

  • Avatar

    Nice article about ANET, thx Travis. Just a few notes since you mentioned The $8k price at Motley Fool, I think that is...

  • Avatar

    Made a lot of money on ANET calls...until I didnt...And didn’t ride puts down the other way. As far as marijuana stock...

  • Avatar

    Travis, our indicators for ANET have been in a confirmed downtrend since the first week of October '19 and the indicator...

  • Avatar

    NSX and NSX-T from VMware are also software routers for data centers. Given that this is a mature product that scared th...

  • Travis Johnson, Stock Gumshoe

    Nobody in technology has an easily defendable competitive advantage, even patents aren't usually easy (see Qualcomm), bu...

  • Travis Johnson, Stock Gumshoe

    Different ad, though they used some similar language -- this particular pitch was definitely about Berkshire. Arista Ne...

  • Avatar

    For most data center decision regarding switches are placing more value on automation. Cisco has the lead with ACI but a...

  • Avatar

    Thanks Travis for this I was wondering what Tom was on about in this one. I ponder how much he effects (and affects) the...

  • This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. Nothing on this site should ever be considered to be personal advice, research or an invitation to buy or sell any securities. We also make mistakes and bad decisions sometimes, and our reasoning or data should be checked against trusted sources before they inform your investing decisions. Choices regarding how to invest your money or otherwise manage your life or finances are yours, we share only our analysis and opinion and all authors or commenters are individually responsible for the words and opinions they share here. Please read our important disclaimers and policies. Stock Gumshoe is supported by subscribers and by sponsors and advertisers. Stock Gumshoe's employee authors will disclose holdings in any stock covered at time of publication and will not trade in any stocks written about for at least three days after publication. Please see below for complete disclosure, disclaimer and policy information.

    Connect with Travis

    website designed by Gravity Switch