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MIPS Q4'24 - Ambitious Target Pushed to 2029. What Now?
MIPS has truly recovered from the Post-Covid woes, revenue grew 58%, operating margin roared back 43%, but exposed mgt mishaps/shrewdness depending on…
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Trung Nguyen @SWIs
Sleep Well Portfolio Jan 2025 Update
Reviews, current status and expanding investment universe
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Trung Nguyen @SWIs
Grab (GRAB) - Local Competition and Autonomous Driving
Amid local competition and the risk of robot-taxi to Uber, how will they disrupt Grab?
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Trung Nguyen @SWIs
Top Sleep Well Businesses Beyond 2025
We rate the our businesses for 'sleep-wellness'.
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Trung Nguyen @SWIs
Veeva System (VEEV) Q3'24 - Migration accelerating
More migration of top 20 pharma expected in the next 6-12 months, eliminating execution risks. At 33x FCF and 12%+ growth, a good entry?
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Trung Nguyen @SWIs
CrowdStrike (CRWD) Q3'25 - Retention Retention
Has CrowdStrike retained customers after the outage? We likely need a few more quarters to really tell. But at $388/share, market expects a lot.
Fortinet (FTNT) Q3'24 - Core Segment Returned To Growth, Record Profitability
FTNT executing, $2.5B free cash flow run rate for FY2024, at 30x FCF, still reasonable if growth can accelerate above 15%.
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