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 returned 206%, representing 38% annual compounded return and outperforming the S&P 500 by 153%, or 23% annualized (as of end Sept. 2018). - Starting 2018, we are sharing our principles, research and stock portfolio trades with YOU. Follow Us on Seeking Alpha and Subscribe to the IW Investment Newsletter at invworks.com/subscribe. - The current holdings of the IW Portfolio are available at www.invworks.com/portfolio.