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MIPS AB - Up 87%, Q2'24 review, the recovery is here
Nearing a bagger after 10 months, dodged the decline and catching the up cycle. Update on market share.
Jul 23
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Trung Nguyen @SWIs
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MIPS AB - Up 87%, Q2'24 review, the recovery is here
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*10th sleep-well ownership* - Adding to Fortinet (FTNT) & CrowdStrike (CRWD), SELL Medistim (MEDI)
Adding Fortinet, nearing inflection point. Placing an order to buy CrowdStrike after a 30% valuation reset due to a faulty update and valuation. Selling…
Jul 19
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Trung Nguyen @SWIs
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*10th sleep-well ownership* - Adding to Fortinet (FTNT) & CrowdStrike (CRWD), SELL Medistim (MEDI)
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Thesis Tracking Q1'24 - Fortinet, CrowdStrike, Veeva, Sea Limited
FTNT's steadiness, CRWD's valuation, VEEV's competition, Sea's execution
Jul 17
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Trung Nguyen @SWIs
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Thesis Tracking Q1'24 - Fortinet, CrowdStrike, Veeva, Sea Limited
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Thesis Tracking Q1'24 - WillScot, Floor and Decor, Medistim
Key updates for WSC, FND, and MEDI
Jul 1
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Trung Nguyen @SWIs
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Thesis Tracking Q1'24 - WillScot, Floor and Decor, Medistim
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June 2024
*9th sleep-well ownership* - Sea Limited (SE), Trimmed CrowdStrike (CRWD)
Sea overcame a perfect storm to reemerge as the most dominant tech titan in SEA, execution risks reduced, undervalued at 25xFCF with 20% durable growth.
Jun 12
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Trung Nguyen @SWIs
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*9th sleep-well ownership* - Sea Limited (SE), Trimmed CrowdStrike (CRWD)
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Sea Limited (SE) - Overcoming Sea Change Challenges, Time To Own The Business
Sea overcame a perfect storm to reemerge as the most dominant tech titan in SEA, execution risks reduced, undervalued at 25xFCF with 20% durable growth.
Jun 11
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Trung Nguyen @SWIs
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Sea Limited (SE) - Overcoming Sea Change Challenges, Time To Own The Business
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May 2024
Thesis Tracking Q1'24 - Shimano, MIPS, Thor Industries, Dino Polska
Updates on these exceptional businesses, 3 progressing great, 1 downgraded. SMNNY, MIPS, THO, DNP.WA
May 27
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Trung Nguyen @SWIs
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Thesis Tracking Q1'24 - Shimano, MIPS, Thor Industries, Dino Polska
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*8th sleep-well ownership* - KNSL
We are buying Kinsale (KNSL), a simple business and leader in an insurance submarket.
May 10
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Trung Nguyen @SWIs
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*8th sleep-well ownership* - KNSL
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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
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Kinsale (KNSL) - Thriving From The Unpredictable
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April 2024
*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
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Trung Nguyen @SWIs
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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
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Trung Nguyen @SWIs
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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
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Trung Nguyen @SWIs
16
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Dino Polska - An Open Book Success in Food Retail
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