I watched a video presentation of Jayshree Ullal this morning, Fool One members can access this.
I’ve never paid attention to ANET, but she is amazing, extremely impressive. I am going to check into this stock. Remembered it getting discussed here.
I’ve never paid attention to ANET, but she is amazing, extremely impressive.
ANET has been growing like a weed at an almost unwavering 30% clip. The stock had taken a significant beating due to legal issues with Cisco. Those aren’t completely behind us, but the market seems less and less concerned considering the big run up after excellent earnings.
Actually, the top two officers of the company are women. The CFO is Ita Brennan, who is also impressive.
If you go back a few days on the board there have been some discussions on ANET. Sorry for not including links (lazy). Mr. Wiseguy also had some interesting comments on the company over on the UBNT board in another paid service.
Good luck and let us know of any questions you have.
ANET was added to Saul’s portfolio last April 2016. At the beginning of this month it had a 7.4% allocation.