Sleep Well Investments

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22nd Sleep Well - I am buying this 50% 3yr forward growth platform at 15x earnings
Essential product that is turning into a platform and winning over industry incumbents, no competition (for now).
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Trung Nguyen @SWI
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).
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Trung Nguyen @SWI
Mercado Libre Q2'25: Shopee's Success Is Causing Troubles
Forget Amazon or Temu or TikTok. The biggest risk in Brazil is Shopee.
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Trung Nguyen @SWI
21st Sleep Well - The Market Doesn't Understand This Vertical SaaS
Predictable customers and expanding products into a platform at reasonable prices.
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Trung Nguyen @SWI
Sea Limited (SE) Q2'25: 'The Best Is Yet to Come' - Profitable Growth In All Segments
E-commerce GMV + 29% YoY, Gaming +23%, Financial Services Loan Book up 90% (1% non-performing). Group revenue up 38%, operating profit ~$2B, FCF ~$4B…
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Trung Nguyen @SWI
Adding to my 20th Pick
Q2'25 added clarity to the business from now on, and although not ideal, the business quality remains intact. I am owning a bit more shares of the…
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Trung Nguyen @SWI
2
Sleep Well Portfolio July 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).
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Trung Nguyen @SWI
20th Sleep Well - Q2'25 Results, Likely Adding Shares.
We review Q2'25 results for additional information on the organic and inorganic growth split and the progress of two recent large acquisitions.
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Trung Nguyen @SWI
18th Sleep Well Pick - H1'25 Results, 31% Revenue growth, 95% Gross Margin, Opportunities Hiding In Plain Sight
H1'25 results were excellent, valuation of 15.5x EV/FCF is now cheaper than when I first bought. A candidate for the next buy.
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Trung Nguyen @SWI
Sleep Well Investments
Sleep Well Investments
Sleep Well Portfolio of anti-fragile and time-tested businesses
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