Arista: M&A Plus Growing Cash Pile Provide Growth Optionality

In May, I initially covered Arista Networks (NYSE: ANET ) with a buy rating and cited it as a key supplier to data centers and hyperscalers. The stock was not cheap when looking at 2024 estimates, and one needed toExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to u ...