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Q1'25 Sleep Tracking: A Focus on Tariff, VAT, Kinsale, MIPS AB
How they manage tariff uncertainties, impact on long-term business operations. Which one will join the Sleep Well portfolio?
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Trung Nguyen @SWIs
Sleep Well outperformed on the way down and up. Still time to add.
What did we learn from the recent bear market? Dissecting the 2018-19 trade spat and opportunities to add today.
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Trung Nguyen @SWIs
Bought Sea Limited And Ordered A Few Tariff-resistant Businesses
After my portfolio health check last week of all holdings, I am selling MIPS to buy Sea Limited and a few tariff-resistant businesses.
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Trung Nguyen @SWIs
MAG 7 on sale, are you buying?
Market undiscriminated sell-off offers some discount to Magnificent 7. They have fallen >20% off the all time high, who is your winner? Are there better…
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Trung Nguyen @SWIs
Sleep Well Portfolio March 2025 Update
14% Outperformance vs. S&P500. Diversified: 6/11 are non-US, Growing profitably: 23% ROIC, 70% reinvestment rate, High cash buffers: 9/10 are net cash…
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Trung Nguyen @SWIs
2
Buying a Key Beneficiary from Higher Tariff Complexities
This business helps companies to navigate through custom complexities and cross-border logistics. Higher tariffs higher future revenues.
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Trung Nguyen @SWIs
2
How Nature Improves Your Investing - Pulak Prasad
How Antelopes, Silver Foxes and Frogs help you succeed in investing. Prasad's go-to KPI, and six investing mistakes to avoid.
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Trung Nguyen @SWIs
2
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