Arista Networks: A Wonderful Company At A Not-So-Fair Price (NYSE:ANET)

I hold an MBA and I am an ex-management consultant and corporate manager turned family office investment manager, blending entrepreneurial drive, advisory insight, and executive management to grow and protect family wealth. My objective is to buy high-quality companies with great growth potential at an attractive price. They can be large, medium or small caps and operating in different industries and/or geographies. I employ a bottom-up approach combining both deep fundamental and technical analysis. Outstanding returns can be achieved especially at the beginning of a bull market, by identifying the leading sectors, focusing on the leading stocks within those sectors and let the market do the heavy lifting.Since my focus is on capital appreciation, I prefer growth stocks and dividend growth stocks, whilst I tend to avoid pure high-yield dividend stocks and deep value stocks.I like to manage a portfolio with only long positions, avoiding extra risks for a better protection of the capital. No margins, no shorting, no derivatives. I can sometimes use options, mainly cash secured puts and covered calls, but only when and if functional for the overall return of the portfolio. The best opportunities deserve a “buy and hold” strategy, with only few “asset plays” that can be traded within a shorter time horizon for a quick gain, whenever an opportunity arises. I aim to hold a maximum of 15 to 20 stocks – this number seems to provide enough room for only the best ideas, a good return and an acceptable volatility.