Dan,
I rec’ed your post here after just the TL;DR part, and the rest was good too.
If you haven’t looked at Ubiquiti Networks before, there are some potentially very interesting story aspects at play, with founder Robert Pera as majority owner of the Memphis Grizzlies. Since it sounds like you might be at least a mild NBA fan, you might look into that some (if not to make an investment, to see some of the back-story).
volfan84
long UBNT & ANET, with more shares controlled of each as of today than before the respective earnings announcement of each