For me, today was actually an exit and a switch to arista networks.
Here, however, because Alphabet was the worst company of my 4 tech stocks, so I have to face an exit here.
Here, however, because Alphabet was the worst company of my 4 tech stocks, so I have to face an exit here.
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@schokosahne
$ANET but is it currently quite overvalued or why is it being restructured?
$ANET but is it currently quite overvalued or why is it being restructured?
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@Sele-95 in what way, what do you base it on?
Fundamentally, everything is going extremely well and we also have rising profits here in the future, so the valuation can also rise here.
All in all, if you take Alphabet according to the average kgv, it is not cheaply valued either.
In the end, everyone has to see which company they think is stronger, and in the past arista has usually performed better than Alphabet.
Fundamentally, everything is going extremely well and we also have rising profits here in the future, so the valuation can also rise here.
All in all, if you take Alphabet according to the average kgv, it is not cheaply valued either.
In the end, everyone has to see which company they think is stronger, and in the past arista has usually performed better than Alphabet.
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@Sele-95 in addition, I already have enough tech companies with fortinet, Microsoft and arista Networks and among the 4 I have sorted out Alphabet.
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@schokosahne In terms of momentum, ANET is at least doing better than Alphabet right now. It has a positive SMA 150 value. But must be careful not to run out of steam, on 1 and 3M momentum view the performance is negative
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@Krush82 Technically, I agree with you and the RSI does not necessarily give a positive statement.
But I am an investor and think fundamentally, in the short term the stock market can in principle buy or sell anything.
In this case, if the development does turn out that way, it can't and that's why I'm relatively relaxed.
The figures are right, the growth figures fit, the margins continue to look good.
As with Alphabet, you have no financial debt and top management, in addition the number of shares remains the same for some time and the stock base compensation is significantly lower than the ebitda.
Overall, I'm relaxed about this and the long-term trend shows that arista networks doesn't have to hide behind Alphabet.
But I am an investor and think fundamentally, in the short term the stock market can in principle buy or sell anything.
In this case, if the development does turn out that way, it can't and that's why I'm relatively relaxed.
The figures are right, the growth figures fit, the margins continue to look good.
As with Alphabet, you have no financial debt and top management, in addition the number of shares remains the same for some time and the stock base compensation is significantly lower than the ebitda.
Overall, I'm relaxed about this and the long-term trend shows that arista networks doesn't have to hide behind Alphabet.
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