immagine del profilo
Where exactly do you see the moat at $ANET?
3
immagine del profilo
@Krush82 is more of a candidate where I see the potential for a future moat. Market share (growth) and pricing power look solid. I'm still working on my analysis, but I haven't found anything that fundamentally speaks against it.
immagine del profilo
@TaxesAreTheft ok, of course I agree with the thesis. I thought you had discovered something special that I didn't know about. That's also a share that you should have invested in a long time ago.
1
immagine del profilo
@Krush82 Yes, it's actually a must-have. But with the growth forecasts, there is still a lot in it. The margins alone justify the purchase.
immagine del profilo
@TaxesAreTheft The share is also valued accordingly compared to the competition CISCO or Juniper . They are priced to perfection and cannot afford to make any mistakes.
1