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SWI Manual 🌘
How to get the most out of Sleep Well Investments.
 • Trung Nguyen @SWI
Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.
CrowdStrike, Fortinet, Veeva up nearly 100% since March. Meli and Sea also rallied. Five losers out of 13 holdings; portfolio recovery continues.
 • Trung Nguyen @SWI
Wisetech (WTC) Quality turning Special Sits. Governance, e2open, pricing model transition
And, DSV, and signs of AI monetization? Valuation at record low.
 • Trung Nguyen @SWI
Pro Medicus (PME.AX) FY2026 review - AI gatekeeper
Steady 25% profit growth despite FX headwinds, EBIT margin 74%, backlog grew 41%. AI playbook is slowly revealing why I call the company a digital…
 • Trung Nguyen @SWI
Cellebrite (CLBT) Q2'26 - Execution wobble, Forecast question mark
After a year of owning shares and listening to the same 'federal unit' elongated sales excuse, I am putting management on the spot.
 • Trung Nguyen @SWI

Thesis Tracker

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Wisetech (WTC) Quality turning Special Sits. Governance, e2open, pricing model transition
And, DSV, and signs of AI monetization? Valuation at record low.
 • Trung Nguyen @SWI
Pro Medicus (PME.AX) FY2026 review - AI gatekeeper
Steady 25% profit growth despite FX headwinds, EBIT margin 74%, backlog grew 41%. AI playbook is slowly revealing why I call the company a digital…
 • Trung Nguyen @SWI
Cellebrite (CLBT) Q2'26 - Execution wobble, Forecast question mark
After a year of owning shares and listening to the same 'federal unit' elongated sales excuse, I am putting management on the spot.
 • Trung Nguyen @SWI
Sea Limited (SE) Q2'26 - Profitable growth, shares up 70% from lows
Shopee margin potential, VIP and Livestream excelled, Monee's controlled expansion, Garena steady. SE now 55% of my PA.
 • Trung Nguyen @SWI
Mercado Libre (MELI) Q2'26 Business Update - Credit Issue?
Pago expanding like wildfire but at what cost? The appearance of 'ecosystemic users'.
 • Trung Nguyen @SWI
Grab Q2'2026 Business Update - Preparing for AV
Future of Autonomous Vehicles is coming, Groceries now ~25% of Deliveries, Advertising accelerated, Fintech growing 100% YoY. 14x EV/Adj. EBITDA
 • Trung Nguyen @SWI
Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?
Market evaluates these businesses by the quarter, I see a differentiated market entry and early outcome. But can both co-exist profitably?
 • Trung Nguyen @SWI
Sleep Well Investments
Sleep Well Investments
Sleep Well Portfolio of anti-fragile and time-tested businesses
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