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:
Subscribe to the
IW Investment Newsletter, and Follow Us on
TalkMarkets,
SeekingAlpha,
Twitter and at
www.invworks.com.
less
Latest Comments
L Brands: Pay Current Earnings, Get 3 Free Options To Solid Growth
Thank you for reading.
Subscribe to notifications @ www.invworks.com/subscribe to make sure you don't miss any future research and stock picks.
The Trade Desk: Analysis Of Competition
Thank's for reading. We invite you to >> FOLLOW US << on TalkMarkets and www.invworks.com/subscribe to make sure you don't miss any future research.
SolarEdge: Blue Skies Ahead
Competitive threats have been part of the discussion since IPO.
We let financials speak for themselves: the company has kept taking market share while cutting costs (through innovation and larger scale) faster than prices quarter after quarter.
Today, the company has gross margins in excess of 37% and management indicated in the CC that they will stop expanding margins and pass any further cost benefits to consumers, to gain share even faster, in residential, commercial and progressively also in utility-scale projects.
That said, we will keep an eye on competitive developments and inform investors on a quarterly basis.
SolarEdge: Blue Skies Ahead
Thank's for reading!
We invite you to Follow Us on TalkMarkets and www.invworks.com/subscribe to make sure you don't miss any future research.
The Intelligent Investor: Portfolio Policy For 2018
Thank you for reading.
If you have enjoyed it, click FOLLOW to make sure you don't miss our future research on portfolio allocation and stock picks.
PayPal After Q4 2017: The Easy Money Has Been Made
As a payment system, what practical advantages do cryptocurrencies have over PayPal? The only one we're aware of: payment anonymity, which is only of use in connection to illegal activities and therefore has no impact on $PYPL market.
PayPal After Q4 2017: The Easy Money Has Been Made
If you have enjoy the read >> FOLLOW US << on TalkMarkets so that you don’t miss any future research on $PYPL.