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Sleep Well Investments

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Sector Generalists
Content Type Analysis
Website Substack
Paywall Semi

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Content

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Buying This Boring Cash Generative Business with 2x Market Growth at 10yr Low Valuation

June 3, 2025, 7:33 p.m.

Some Paywall
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20th Sleep Well Pick - Boring, Anti-fragile, Near 10 year low Valuation

June 1, 2025, 1:28 p.m.

Some Paywall
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Sleep Well Portfolio May 2025 Update - No Losers, 64% annualised return per pick, New Pick Tomorrow.

May 31, 2025, 11:58 a.m.

Some Paywall
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Wisetech (WTC)'s Step-change Acquisition

May 26, 2025, 12:20 p.m.

Some Paywall
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Mercado Libre (MELI)'s Founder CEO Stepping Down

May 22, 2025, 11:25 a.m.

Some Paywall
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Sea Limited: First Full-Year of GAAP Income

May 16, 2025, 2:02 p.m.

Some Paywall
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Mercado Libre Q1'25: Strong Start, Are Shares Still Cheap To Buy?

May 13, 2025, 9:38 p.m.

Some Paywall
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Grab Q1'25: Strong Operating Leverage, Tariff Resistant, Solid Growth Runway, One Negative

May 6, 2025, 2:09 p.m.

Some Paywall
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Sleep Well Portfolio April 2025 Update - Perfection, No Losers.

May 1, 2025, 8:35 a.m.

Some Paywall
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Q1'25 Sleep Tracking: A Focus on Tariff, VAT, Kinsale, MIPS AB

April 29, 2025, 11:26 a.m.

Some Paywall
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Sleep Well outperformed on the way down and up. Still time to add.

April 20, 2025, 5:26 a.m.

Some Paywall
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Bought Sea Limited And Ordered A Few Tariff-resistant Businesses

April 7, 2025, 11:01 a.m.

Some Paywall
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MAG 7 on sale, are you buying?

April 6, 2025, 5:01 p.m.

Some Paywall
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Tariff Impact Review, Taking Action and Inaction To Improve The Portfolio

April 5, 2025, 7:07 p.m.

Some Paywall
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Sleep Well Portfolio March 2025 Update

April 1, 2025, 8:32 p.m.

Some Paywall
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Buying a Key Beneficiary from Higher Tariff Complexities

March 31, 2025, 9:05 p.m.

Some Paywall
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How Nature Improves Your Investing - Pulak Prasad

March 31, 2025, 11:16 a.m.

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Preserve Your Wealth With This European Centenary Business

March 28, 2025, 5:03 p.m.

Some Paywall
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Sleep Well Portfolio - Sea of Greens, 16% Outperformance, Future-Proof

March 18, 2025, 12:09 p.m.

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CrowdStrike's Possible Yellow Card or Opportunity?

March 17, 2025, 1:50 p.m.

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Buying Two US Tariff Resistant Businesses

March 10, 2025, 4:34 p.m.

Some Paywall
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Gold Standard of Naval Engineering at 6% FCF Yield & 5% Dividend

March 9, 2025, 2:02 p.m.

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Veeva System (VEEV) Q4'25: Sticky and Independent

March 7, 2025, 11:55 a.m.

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Sea Limited FY24 "Evergreen Enterprise"

March 4, 2025, 6:14 p.m.

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How Do You Pay Up for Quality?

March 3, 2025, 12:48 p.m.

Some Paywall