Topic Archives: Liberty Media

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    Is this a Tom Stock? or had David Gardner been on this boat too?...

  • Travis Johnson, Stock Gumshoe

    The stock they pretty regularly tease they've bought "$523,111" worth of is Arista Networks, FYI (I've covered that seve...

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    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...

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    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 ...

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    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...

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

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

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    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...

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

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

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

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

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

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    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...

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

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    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...

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

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

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