Sleep Well Investments

Sleep Well Portfolio (Apr 2026) - #24 Pick Published, Updates on GRAB, SE, WTC, VEEV

Seven losers out of 12 holdings; Buy order placed for 2 beaten down AI-immuned businesses. 7 months of underperformance. Updates on GRAB, SE, WTC, VEEV

May 4 • Trung Nguyen @SWI

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April 2026

SWI Pick #24: Digital Medical Toll Bridge, AI-Resilient

100% retention over nearly 2 decades, AI is a tailwind.

Apr 28 • Trung Nguyen @SWI

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Sleep Well Portfolio (Mar 2026) - Busy month of buying depressed 'AI Immune' businesses, #24 Pick Coming

Six losers out of 12 holdings; Cut the most disrupted by AI. Bought three 'AI Immune' picks: SWI: 9% vs S&P500: 56% since inception. 6 months of…

Apr 2 • Trung Nguyen @SWI

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March 2026

✅ Buy Alert - 2nd Purchase of An AI-proof, Anti-fragile Business

High chance of tripling in size thanks to its enduring business model and anti-fragility against perennial market turbulence (overstated by the market).

Mar 17 • Trung Nguyen @SWI

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✅ Buying AI Beneficiaries and Selling One AI-disrupted Business

Staying the course during market uncertainties. Indiscriminate SaaS sell-off provide opportunities to reallocate capital.

Mar 12 • Trung Nguyen @SWI

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Sea Limited (SE) Q4'25 - Shopee in Focus, 11 Reasons To Keep Investing

Market competitiveness unchanged, investment priorities / return?

Mar 6 • Trung Nguyen @SWI

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Sleep Well Portfolio (Feb 2026) - Software AI risk Assessed

Five losers out of 13 holdings; AI risk assessed, planned to cut the most disrupted. SWI: 17% vs S&P500: 58% since inception. 5 months of…

Mar 2 • Trung Nguyen @SWI

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February 2026

Sleep Well Portfolio - AI Risk Assessment

Can AI create and then run a replica of our 12 businesses? Which one is most at risk or most insulated? Result: I am trimming one and adding to two.

Feb 27 • Trung Nguyen @SWI

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Best Buys and Research List (Feb 2026)

Opportunities to add / trim / research

Feb 18 • Trung Nguyen @SWI

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Sleep Well Portfolio (Jan 2026) - Software Under Threat?

Four losers out of 13 holdings; one BUY, one new pick (ISRG). SWI: 17% vs S&P500: 58% since inception. 4 months of underperformance. Excited for 2026.

Feb 2 • Trung Nguyen @SWI

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January 2026

SWI Pick #23 - Intuitive Surgical (ISRG)

Wide and deep moats, from early lock-ins to an integrated ecosystem of hardware, software, and data.

Jan 23 • Trung Nguyen @SWI

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✅ Buy Alert - 2nd Buy, Public Safety SaaS Platform 4% Free cash flow yield for 20% CAGR 4yr Forward Growth

20% organic growth + x% from new found M&A allocation. No debts, 30% free cash flow margin. Thrive in a fragile world.

Jan 22 • Trung Nguyen @SWI

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