We are in a quest to redefine investment research, applying value investing to today's technologies and business models in search for asymmetric risk-reward. Since its inception in 2015, the IW Portfolio has yielded 206%, representing 38% annual compounded returns and outperforming the ...
more We are in a quest to redefine investment research, applying value investing to today's technologies and business models in search for asymmetric risk-reward. Since its inception in 2015, the IW Portfolio has yielded 206%, representing 38% annual compounded returns and outperforming the S&P 500 by 153%, or 25% annualized (as of 28 September 2018). Starting 2018, we are sharing with YOU:
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Activision Blizzard: Time To Take Gains
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Palo Alto Networks FQ3: Reiterating The Long Thesis On Game-Changing Developments
Thanks for the comment, David.
In terms of market share, they are already #1 in revenue. Based on reported growth rates, they overtook Cisco security earlier this year.
In terms of platform leadership, CheckPoint, Cisco, Fortinet will of course argue theirs is the best offering. But billing trends are saying loudly that customers are choosing Palo Alto and Fortinet. Of the two, we believe Palo Alto has the most complete platform.
Palo Alto Networks FQ3: Reiterating The Long Thesis On Game-Changing Developments
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The Relation Between Growth And Value
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Foot Locker Long Thesis, In A Nutshell
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L Brands: A Call To Action To CEO Les Wexner, And A Present
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SolarEdge Q1 2018: Becoming A Smart Energy Company
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The Google Hurdle: Google's Earnings Power As The Opportunity Cost Of Tech
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Alphabet Q1 2018: Earnings Power Is Accelerating
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Revisiting The Margin Of Safety: The IW Box
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