![](https://substackcdn.com/image/fetch/w_320,h_213,c_fill,f_auto,q_auto:good,fl_progressive:steep,g_center/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F178a1264-dce9-470b-9aee-1f4c7c553412_2798x946.png)
![](https://substackcdn.com/image/fetch/w_320,h_213,c_fill,f_auto,q_auto:good,fl_progressive:steep,g_center/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F87cf002f-e52e-4f0c-a61d-6d6370087e90_559x304.png)
7
Share this post
![](https://substackcdn.com/image/fetch/w_120,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fedf079c9-0825-4868-a112-cd807137bfbb_523x281.jpeg)
Thesis Tracking Q1'24 - Fortinet, CrowdStrike, Veeva, Sea Limited
www.sleepwellinvestments.com
![](https://substackcdn.com/image/fetch/w_320,h_213,c_fill,f_auto,q_auto:good,fl_progressive:steep,g_center/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fedf079c9-0825-4868-a112-cd807137bfbb_523x281.jpeg)
14
Share this post
![](https://substackcdn.com/image/fetch/w_120,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9a15ab4a-c9ed-41c7-9fe1-eb44676604a4_537x288.jpeg)
Thesis Tracking Q1'24 - WillScot, Floor and Decor, Medistim
www.sleepwellinvestments.com
![](https://substackcdn.com/image/fetch/w_320,h_213,c_fill,f_auto,q_auto:good,fl_progressive:steep,g_center/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9a15ab4a-c9ed-41c7-9fe1-eb44676604a4_537x288.jpeg)
![](https://substackcdn.com/image/fetch/w_320,h_213,c_fill,f_auto,q_auto:good,fl_progressive:steep,g_center/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ca874bb-8756-487c-8e74-834577a58033_559x304.png)
![](https://substackcdn.com/image/fetch/w_320,h_213,c_fill,f_auto,q_auto:good,fl_progressive:steep,g_center/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb88910a4-b05d-4a83-b6ba-fba2da65e4f9_720x384.png)
Updates on these exceptional businesses, 3 progressing great, 1 downgraded. SMNNY, MIPS, THO, DNP.WA
13
Share this post
![](https://substackcdn.com/image/fetch/w_120,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fef653dec-5dee-42ec-8098-74c2bd6f0909_523x281.jpeg)
Thesis Tracking Q1'24 - Shimano, MIPS, Thor Industries, Dino Polska
www.sleepwellinvestments.com
![](https://substackcdn.com/image/fetch/w_320,h_213,c_fill,f_auto,q_auto:good,fl_progressive:steep,g_center/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fef653dec-5dee-42ec-8098-74c2bd6f0909_523x281.jpeg)
![Sleep Well Investments](https://substackcdn.com/image/fetch/w_88,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1fcff42d-4adf-46ac-8a85-0e487f148970_300x300.png)
Sleep Well Investments
Sleep Well Portfolio of anti-fragile and time-tested businesses
Share this publication
![](https://substackcdn.com/image/fetch/w_120,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1fcff42d-4adf-46ac-8a85-0e487f148970_300x300.png)
Sleep Well Investments
www.sleepwellinvestments.com
© 2024 DTF Capital
Substack is the home for great culture