Sleep Well Investments
Subscribe
Sign in
Home
Notes
Chat
Deep Dives
Thesis Tracker
Sleep Well Portfolio
Framework
Quality Traps
All Posts
About
🗝 The Key To Sleep Well
A directory of all sleep well content - updated each month.
Feb 29
•
Trung Nguyen @SWIs
15
Share this post
🗝 The Key To Sleep Well
www.sleepwellinvestments.com
Copy link
Facebook
Email
Note
Other
1
Most Popular
View all
10 Serial Acquirers To Fortify Your Portfolio
Dec 20, 2023
•
Trung Nguyen @SWIs
27
Share this post
10 Serial Acquirers To Fortify Your Portfolio
www.sleepwellinvestments.com
Copy link
Facebook
Email
Note
Other
4
Dino Polska - An Open Book Success in Food Retail
Apr 4
•
Trung Nguyen @SWIs
17
Share this post
Dino Polska - An Open Book Success in Food Retail
www.sleepwellinvestments.com
Copy link
Facebook
Email
Note
Other
1
Sea Limited (SE) - Q2'24 review - Building an Evergreen Franchise
Aug 15
•
Trung Nguyen @SWIs
16
Share this post
Sea Limited (SE) - Q2'24 review - Building an Evergreen Franchise
www.sleepwellinvestments.com
Copy link
Facebook
Email
Note
Other
2
Latest
Top
Discussions
Quick personal update
Tough time requires tough portfolio
Sep 16
•
Trung Nguyen @SWIs
32
Share this post
Quick personal update
www.sleepwellinvestments.com
Copy link
Facebook
Email
Note
Other
34
5 Timeless Lessons From Terry Smith
Terry Smith's timeless teaching for long-term investors
Sep 5
•
Trung Nguyen @SWIs
15
Share this post
5 Timeless Lessons From Terry Smith
www.sleepwellinvestments.com
Copy link
Facebook
Email
Note
Other
11
Sleep Well Portfolio Monthly Update
Reviews, current status and investment universe
Sep 4
•
Trung Nguyen @SWIs
19
Share this post
Sleep Well Portfolio Monthly Update
www.sleepwellinvestments.com
Copy link
Facebook
Email
Note
Other
CrowdStrike Q2'25 - IT Outage A '1%' Problem, what's next at 60x FCF?
We trimmed shares at $381/share, rebought at $205, stock trading at 60x FCF knowing the true cost, the churn, the elongated sales and the benefits to S1…
Aug 30
•
Trung Nguyen @SWIs
11
Share this post
CrowdStrike Q2'25 - IT Outage A '1%' Problem, what's next at 60x FCF?
www.sleepwellinvestments.com
Copy link
Facebook
Email
Note
Other
Thesis Tracking Q2'24 - Dino Polska, Wisetech, Fortinet, Kinsale, Sea Ltd
Dino winning, WTC's share returned 30x since 2016, Fortinet's safest bet, KNSL execution, and SE's logistics advantage.
Aug 27
•
Trung Nguyen @SWIs
14
Share this post
Thesis Tracking Q2'24 - Dino Polska, Wisetech, Fortinet, Kinsale, Sea Ltd
www.sleepwellinvestments.com
Copy link
Facebook
Email
Note
Other
Sea Limited (SE) - Q2'24 review - Building an Evergreen Franchise
Garena is an enduring cash-cow, Shopee maintains dominance and turning profitable in Q3, SeaMoney is executing prudently. I am still a buyer at 21x FCF…
Aug 15
•
Trung Nguyen @SWIs
16
Share this post
Sea Limited (SE) - Q2'24 review - Building an Evergreen Franchise
www.sleepwellinvestments.com
Copy link
Facebook
Email
Note
Other
2
CrowdStrike's $5.4B IT Outage Damage, Why I am Buying The Fear?
CrowdStrike's unprecedented challenge and opportunity. Why I bought the fear at $205/share.
Aug 5
•
Trung Nguyen @SWIs
12
Share this post
CrowdStrike's $5.4B IT Outage Damage, Why I am Buying The Fear?
www.sleepwellinvestments.com
Copy link
Facebook
Email
Note
Other
See all
Sleep Well Investments
Sleep Well Portfolio of anti-fragile and time-tested businesses
Subscribe
Key Resource
Sleep Well Portfolio
Portfolio
Investment Thesis Tracker
Moats and Market Share Movements
Sleep Well Investments Scorecard
Checklist and Scorecard
🔗Links to All Posts
Directory of Sleep Well
Sleep Well Investments
Subscribe
About
Archive
Recommendations
Sitemap
Share this publication
Sleep Well Investments
www.sleepwellinvestments.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
