5D·

New buy in

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

20.06

Arista Networks

Comprado a 75,68 €

7 Comentarios

Tenbagger2024@Tenbagger2024

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

@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

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

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

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

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ThemenmitKopf@topicswithhead

@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

@topicswithhead lands in my must buys🤩😂

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ThemenmitKopf@topicswithhead

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

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