Arista Network

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#6
A visibility of +300% earnings growth is acceptable for me, especially at today's valuation. In fact, even if they just grew 100% I think this would be a successful investment. We have the added optionality of them breaking into other sectors of the networking space. Thanks for the detailed and technical writeup!

Found a blog with useful insight: https://blog.tsunanet.net/2018/01/why-i-...works.html
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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Messages In This Thread
Arista Network - by Barefoot - 26-12-2018, 01:24 PM
RE: Arista Network - by kelvesy - 26-12-2018, 04:50 PM
RE: Arista Network - by Barefoot - 26-12-2018, 07:24 PM
RE: Arista Network - by Wildreamz - 27-12-2018, 10:16 PM
RE: Arista Network - by Kaimin - 28-12-2018, 01:45 AM
RE: Arista Network - by Wildreamz - 28-12-2018, 03:36 PM
RE: Arista Network - by Barefoot - 28-12-2018, 11:57 PM
RE: Arista Network - by BRT - 08-02-2019, 01:57 PM
RE: Arista Network - by Kaimin - 08-02-2019, 11:05 PM
RE: Arista Network - by Wildreamz - 04-01-2019, 11:08 AM
RE: Arista Network - by Barefoot - 06-01-2019, 01:14 AM
RE: Arista Network - by Kaimin - 06-01-2019, 10:33 AM
RE: Arista Network - by Barefoot - 06-01-2019, 02:29 PM
RE: Arista Network - by Barefoot - 06-01-2019, 05:26 PM
RE: Arista Network - by specuvestor - 08-02-2019, 02:49 PM
RE: Arista Network - by Wildreamz - 16-02-2019, 05:08 AM
RE: Arista Network - by Barefoot - 16-02-2019, 02:15 PM

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