4Wk·

New buy in

Arista Network in the portfolio for a change, although I would have liked to get it cheaper.

20.06

Arista Networks

Bought at €75.68

7 Comments

Tenbagger2024@Tenbagger2024

4Wk

I have seen that some larger investors are even switching from Nvidia to Arista.
Although it really isn't cheap.
I'm a little annoyed that I sold.

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ThemenmitKopf@topicswithhead

3Wk

@Tenbagger2024 Arista Network has just come down a good bit again and has now stayed here. Need more tech and yes it's not cheap but not ultra expensive either. Apart from that, the numbers they deliver are brutal 30+ ROIC, ROE, ROCE and co. No debt

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Tenbagger2024@Tenbagger2024

3Wk

@topicswithhead
I also see them far ahead in the hardware sector.

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All-in-or-nothing@All-in-or-nothing

3Wk

Is the data on turnover and FCF at getquin correct? FCF margin > 50%! Wtf!😳

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ThemenmitKopf@topicswithhead

3Wk

@All-in-or-nothing op marge 40+ net marge 40+ fcf 50 roic 50 roe 30 roe 30

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All-in-or-nothing@All-in-or-nothing

3Wk

@topicswithhead lands in my must buys🤩😂

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ThemenmitKopf@topicswithhead

3Wk

@All-in-or-nothing Not cheap at the moment, but not overly expensive either

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