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About
SWI Manual 🌘
How our investment framework will help you 'sleep well'. Every step explained and linked to deeper thoughts.
Sep 5
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Trung Nguyen @SWI
17
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Kinsale (KNSL) Q3'25 - Competition Persists
KPIs, Direct peers, Valuation update
Oct 24
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Trung Nguyen @SWI
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A rare public interview of Sea's founder-CEO, Forrest Li
Sea’s road to success, peerless time horizon, talent advantage, AI, and Forrest’s personal routines revealed. Why I add on dips.
Oct 16
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Trung Nguyen @SWI
12
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Intellego Was A Mistake, But I Am Not Selling
I was wrong to label it 'sleep well'. How am I going to improve from this experience.
Oct 10
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Trung Nguyen @SWI
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Best Buys and Research List (Oct 2025)
Opportunities to add / trim / research
Oct 9
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Trung Nguyen @SWI
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Most Popular
View all
10 Serial Acquirers To Fortify Your Portfolio
Dec 20, 2023
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Trung Nguyen @SWI
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Intellego's no fraud; it's mispriced.
Sep 26
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Trung Nguyen @SWI
21
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SWI Pick #13 - Dino Polska - An Open Book Success in Food Retail
Apr 4, 2024
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Trung Nguyen @SWI
21
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7 Lessons From Ralph Wanger
Oct 7, 2024
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Trung Nguyen @SWI
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Sleep Well Portfolio
View all
Sleep Well Portfolio (Sep 2025) - 47% annualised return per pick, 2 losers.
Two losers out of 13 holdings; 6% Outperformance vs. S&P500. 47% annualised return per pick, 25/30 transactions were correct (83% success rate).
Oct 2
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Trung Nguyen @SWI
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2
Sleep Well Portfolio (Aug 2025) - 50% annualised return per pick, New Pick Preview
One loser out of 12 holdings; 11% Outperformance vs. S&P500. 50% annualised return per pick, 26/28 transactions were correct (93% success rate).
Aug 31
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Trung Nguyen @SWI
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Sleep Well Portfolio (Jul 2025) - First drop (Anticipated), 46% annualised return per pick
No LOSER status lost; 14% Outperformance vs. S&P500. 46% annualised return per pick, 24/27 transactions were correct (89% success rate).
Aug 1
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Trung Nguyen @SWI
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Key Resource
Sleep Well Portfolio Live Tracking
Annual Paid Member Only
Links to all company write-ups
Links to deep dives, updates, buy/sell alerts
Sleep Well Portfolio
Portfolio Updates
SWI Manual
SWI's Philosophy and Framework
FAQ
Commonly asked questions
The latest from
Trung Nguyen @SWI
Kinsale (KNSL) Q3'25 - Competition Persists
Thesis Tracker
View all
Kinsale (KNSL) Q3'25 - Competition Persists
KPIs, Direct peers, Valuation update
Oct 24
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Trung Nguyen @SWI
16
Intellego's no fraud; it's mispriced.
Using facts, removing emotion, extending my time preference and controlled capital allocation, Intellego can improve SW portfolio returns.
Sep 26
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Trung Nguyen @SWI
21
3
Business Update - Intellego stock dived after the 1st Live Event
First investor live event, low expectations, the real test is Q3.
Sep 22
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Trung Nguyen @SWI
15
2
Business Update - Intellego, Risk Management
Preparation, stick to the plan, and stay humble.
Sep 16
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Trung Nguyen @SWI
12
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📌 Links to all company write-ups in one place
Links to Company Deep Dives, Updates and Buy/Sell Notes
Sep 15
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Trung Nguyen @SWI
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Business Update - Mercado Libre Q2'25: Shopee's Success Is Causing Troubles
Forget Amazon or Temu or TikTok. The biggest risk in Brazil is Shopee.
Aug 28
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Trung Nguyen @SWI
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Business Update - 21st Sleep Well - The Market Doesn't Understand This Vertical SaaS
Predictable customers and expanding products into a platform at reasonable prices.
Aug 19
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Trung Nguyen @SWI
14
Sleep Well Investments
Sleep Well Portfolio of anti-fragile and time-tested businesses
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