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VAT Group (VACN.SW) Q2'25 - Shares Nearing Attractive Point
Short-term uncertainties but long-term quality remains unchanged.
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Trung Nguyen @SWIs
Adding to My Top Position
Position returned 120% but I am adding today as valuation is cheaper than when I first bought.
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Trung Nguyen @SWIs
Buying New Businesses: 20th & 21st Sleep Well Pick
Why and how I buy the latest 2 picks to ensure sleeping well.
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Trung Nguyen @SWIs
6
Buying This Mission-Critical SaaS Platform Serving Public Safety 26xEV/FCF for 20% CAGR 4yr Forward Growth
20% organic growth + x% from new found M&A allocation. No debts, 30% free cash flow margin. Thrive in a fragile world.
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Trung Nguyen @SWIs
21st Sleep Well Pick - Mission-critical to Public Safety
We are fairly good (and lucky) at picking winners. A perfect 2 year record. No loser and 24/25 transactions have been correct.
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Trung Nguyen @SWIs
8
21st Sleep Well Pick Coming Next Week and Averaging Up
Also, quick note on the recent dip in share price and how I 'average up' in positions that have run up a lot.
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Trung Nguyen @SWIs
Buying This Boring Cash Generative Business with 2x Market Growth at 10yr Low Valuation
Market leader in a supply chain management niche, deep moats, limited competition, and accelerating acquisitions extending the 20yr record of growth…
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Trung Nguyen @SWIs
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