Deep dive on Arista Networks ($ANET) plus some housekeeping
Hey everyone,
I’m just finishing up the next small/mid cap deep dive, should be out in the next few days. It’s a company that I recently started a small position in, not high conviction yet but the fundamentals look good, valuation looks reasonable and technicals look strong after a nice gap up on Q3 earnings.
As a reminder, you can track my investment portfolio including daily activity here… https://docs.google.com/spreadsheets/d/1oqNvhyZH76EWdQPM7faTjqCthvskiNPNCOIEG295raE/edit#gid=0
While you’re waiting for the next small/mid cap deep dive, here’s the most recent large cap deep dive that went out to those subscribers last week…
part 1: https://largecapdeepdives.substack.com/p/525994ac-a0c4-4357-8d29-e9ceb98627d6
part 2: https://largecapdeepdives.substack.com/p/9c5f9e0c-8c8c-4955-a97a-6c9b50ffd04b
I’m hoping to get back to my daily webcasts next week, I’ve been setting up a new computer workstation and Zoom wasn’t downloading so I need to reinstall Microsoft Windows when I get back to Boston on Saturday.
I also wanted to mention that starting next week I’ll be sending 3-4 mini deep dives per month (~2,000 words each) which will cover my highest conviction stocks and explain why I’m still bullish, what is my investment thesis, what are the upcoming catalysts, what does valuation look like, and so forth. For many of my highest conviction stocks, the deep dive was sent many months or even years ago without any significant written updates since so these mini deep dives will help change that and allow me to share updated data/financials/models/opinions. I believe the first three mini deep dives will be SMCI, TMDX and CELH which are currently my three largest positions therefore my three highest conviction stocks for the next 18-24 months.
Sometime in December I’m going to merge my “large cap deep dives” newsletter into “small/mid cap deep dives” newsletter and just provide 3-4 deep dives per month regardless of market cap.
Happy Thanksgiving and enjoy the holiday break!!!!
Sincerely,
Jonah