EPISODE · Aug 24, 2023 · 27 MIN

Episode V - Arista Networks

from Hourglass Investing - For the Self-Directed Investor · host Jared Leary

Diving into a backbone play for every buzzword you can imagine - AI, cloud, data. You name it, Arista Networks is providing a picks and shovels approach to the space. A beautiful balance sheet meets an innovative and brilliant management team. Find the Arista Networks Research Article - https://jaredleary.substack.com/p/deep-dive-arista-networks Follow us on Substack - https://jaredleary.substack.com/ Find our entire archive on the Hourglass website - https://hourglassnetwork.ca/

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