Sleep Well Investments

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A rare public interview of Sea's founder-CEO, Forrest Li
Sea’s road to success, peerless time horizon, talent advantage, AI, and Forrest’s personal routines revealed. Why I add on dips.
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Trung Nguyen @SWI
1
Intellego Was A Mistake, But I Am Not Selling
I was wrong to label it 'sleep well'. How am I going to improve from this experience.
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Trung Nguyen @SWI
13
Best Buys and Research List (Oct 2025)
Opportunities to add / trim / research
 • 
Trung Nguyen @SWI
Sleep Well Portfolio (Sep 2025) - 47% annualised return per pick, 2 losers.
Two losers out of 13 holdings; 6% Outperformance vs. S&P500. 47% annualised return per pick, 25/30 transactions were correct (83% success rate).
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Trung Nguyen @SWI
2
✅ Buy Alert - 3rd Buy - Shorts increased their position; I bought more, 9x EBIT
Third and final purchase of this highly misunderstood UV disinfection validation business, expanding to other industrial applications.
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Trung Nguyen @SWI
1

September 2025

Intellego's no fraud; it's mispriced.
Using facts, removing emotion, extending my time preference and controlled capital allocation, Intellego can improve SW portfolio returns.
 • 
Trung Nguyen @SWI
3
SWI's Framework - Understanding Risk and Taking Risk
Preserving capital vs. growing capital.
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Trung Nguyen @SWI
2
Business Update - Intellego stock dived after the 1st Live Event
First investor live event, low expectations, the real test is Q3.
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Trung Nguyen @SWI
2
Business Update - Intellego, Risk Management
Preparation, stick to the plan, and stay humble.
 • 
Trung Nguyen @SWI
4
📌 Links to all company write-ups in one place
Links to Company Deep Dives, Updates and Buy/Sell Notes
 • 
Trung Nguyen @SWI
Links to all Deep Dives
Links to our deep dives in one place
 • 
Trung Nguyen @SWI
FAQ
Answers to your commonly asked questions
 • 
Trung Nguyen @SWI
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