3Sem.·

New buy in

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

20.06

Arista Networks

Acheté à 75,68 €

7 Commentaires

Tenbagger2024@Tenbagger2024

3Sem.

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

3Sem.

@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

3Sem.

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

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

3Sem.

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

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ThemenmitKopf@topicswithhead

3Sem.

@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

3Sem.

@topicswithhead lands in my must buys🤩😂

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ThemenmitKopf@topicswithhead

3Sem.

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

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