Arista moving to S&P500 (allegedly)

Shares are up about 5% after-hours with this news, for those still holding shares.…

long ANET


I sold on the rise, but could go back in, depending on what happens next. I figured that the bump was somewhat artificial and might not last.

Arista is really going to join the S&P 500 on 8/28:…

It’s replacing GGP, which is becoming part of Brookfield Property Partners.

ANET was about 1.5% of my total holdings, and over an 8-month period I made over 45% annualized.