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🗝 The Key To Sleep Well
A directory of all sleep well content - to be updated each month.
Feb 29
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Trung Nguyen @SWIs
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10 Serial Acquirers To Fortify Your Portfolio
Dec 20, 2023
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Trung Nguyen @SWIs
27
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10 Serial Acquirers To Fortify Your Portfolio
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Dino Polska - An Open Book Success in Food Retail
Apr 4
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Trung Nguyen @SWIs
15
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Dino Polska - An Open Book Success in Food Retail
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Veeva Systems (VEEV) - A Leader In Life Science With Seven Critical Risks [Part 1]
Dec 8, 2023
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Trung Nguyen @SWIs
16
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Veeva Systems (VEEV) - A Leader In Life Science With Seven Critical Risks [Part 1]
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*8th sleep-well ownership*
We are buying Kinsale, a simple business and leader in an insurance submarket.
May 10
•
Trung Nguyen @SWIs
5
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*8th sleep-well ownership*
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Kinsale (KNSL) - Thriving From The Unpredictable
Leader in E&S insurance submarket with defensible advantages to thrive in adversity
May 9
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Trung Nguyen @SWIs
5
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Kinsale (KNSL) - Thriving From The Unpredictable
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*7th sleep-well ownership*
We are buying this unique business with products yielding 25%+ IRR over a 30yr asset life span, counter-cyclical capex and working capital, management…
Apr 23
•
Trung Nguyen @SWIs
7
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*7th sleep-well ownership*
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*6th sleep-well ownership* - Dino Polska
Building a Sleep Well Portfolio and the reasons behind buying a this exceptional Polish food retailer
Apr 5
•
Trung Nguyen @SWIs
8
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*6th sleep-well ownership* - Dino Polska
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Dino Polska - An Open Book Success in Food Retail
Part Alimentation Couche-Tard (ATD) part Walmart (WMT) with clear expansion like Floor and Decor (FND)
Apr 4
•
Trung Nguyen @SWIs
15
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Dino Polska - An Open Book Success in Food Retail
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*5th sleep-well ownership*
Characteristics of the Sleep Well Portfolio and the reasons behind the fifth BUY
Mar 18
•
Trung Nguyen @SWIs
8
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*5th sleep-well ownership*
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Fortinet (FTNT) The Most Sleep Well Investment In Cyber Security [Part 2]
Sleep well ingredients, risks, valuation, sleep well scorecard, what to track.
Mar 17
•
Trung Nguyen @SWIs
9
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Fortinet (FTNT) The Most Sleep Well Investment In Cyber Security [Part 2]
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