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21st Sleep Well Pick Coming Next Week and Averaging Up
Also, quick note on the recent dip in share price and how I 'average up' in positions that have run up a lot.
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Trung Nguyen @SWIs
Buying This Boring Cash Generative Business with 2x Market Growth at 10yr Low Valuation
Market leader in a supply chain management niche, deep moats, limited competition, and accelerating acquisitions extending the 20yr record of growth…
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Trung Nguyen @SWIs
20th Sleep Well Pick - Boring, Anti-fragile, Near 10 year low Valuation
This company has grown revenue for ~100 consecutive quarters, with a 40% free cash flow CAGR in the past 10 years. It is positioned to grow free cash…
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Trung Nguyen @SWIs

May 2025

Sleep Well Portfolio May 2025 Update - No Losers, 64% annualised return per pick, New Pick Tomorrow.
NO LOSERS; 22% Outperformance vs. S&P500. 64% annualised return per pick, 23/24 transactions were correct. New pick coming tomorrow.
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Trung Nguyen @SWIs
3
Wisetech (WTC)'s Step-change Acquisition
56th Acquisition, the biggest yet. Product, Penetration and Profitability accretive?
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Trung Nguyen @SWIs
5
Mercado Libre (MELI)'s Founder CEO Stepping Down
MELI is the largest position in the Sleep Well Portfolio, I discuss the timing and transition plans.
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Trung Nguyen @SWIs
Sea Limited: First Full-Year of GAAP Income
Exceptional execution in Garena, Shopee and 'Monee'. Group grew revenue and Adj. EBITDA by 30% and 136% to an annualized level of ~$20B and ~$3.6B. EV…
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Trung Nguyen @SWIs
Mercado Libre Q1'25: Strong Start, Are Shares Still Cheap To Buy?
Meli reported exceptional Q1’25, despite tariff uncertainties and the perennial geopolitical risks investors have worried about since its founding.
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Trung Nguyen @SWIs
Grab Q1'25: Strong Operating Leverage, Tariff Resistant, Solid Growth Runway, One Negative
Q1 results has one negative. MTU up 44.5M (+16%), GMV $4.9B (+16%), Adj. EBITDA (+50% est.), 4MOUs in AV. Acquisitions to expand Mart (Everrise) and…
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Trung Nguyen @SWIs
Sleep Well Portfolio April 2025 Update - Perfection, No Losers.
NO LOSERS; 18% Outperformance vs. S&P500. All tariff resistance. 10/10 holdings are in the money, 23/24 transactions were correct. Bought one stock and…
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Trung Nguyen @SWIs
2

April 2025

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