Sleep Well Investments

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Q1'25 Sleep Tracking: A Focus on Tariff, VAT, Kinsale, MIPS AB
How they manage tariff uncertainties, impact on long-term business operations. Which one will join the Sleep Well portfolio?
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Trung Nguyen @SWIs
Sleep Well outperformed on the way down and up. Still time to add.
What did we learn from the recent bear market? Dissecting the 2018-19 trade spat and opportunities to add today.
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Trung Nguyen @SWIs
Bought Sea Limited And Ordered A Few Tariff-resistant Businesses
After my portfolio health check last week of all holdings, I am selling MIPS to buy Sea Limited and a few tariff-resistant businesses.
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Trung Nguyen @SWIs
MAG 7 on sale, are you buying?
Market undiscriminated sell-off offers some discount to Magnificent 7. They have fallen >20% off the all time high, who is your winner? Are there better…
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Trung Nguyen @SWIs
Tariff Impact Review, Taking Action and Inaction To Fortify Sleep Well
9 businesses are well-insulated, 1 is a key beneficiary, 1 is up for trimming.
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Trung Nguyen @SWIs
2
Sleep Well Portfolio March 2025 Update
14% Outperformance vs. S&P500. Diversified: 6/11 are non-US, Growing profitably: 23% ROIC, 70% reinvestment rate, High cash buffers: 9/10 are net cash…
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Trung Nguyen @SWIs
2

March 2025

Buying a Key Beneficiary from Higher Tariff Complexities
This business helps companies to navigate through custom complexities and cross-border logistics. Higher tariffs higher future revenues.
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Trung Nguyen @SWIs
2
How Nature Improves Your Investing - Pulak Prasad
How Antelopes, Silver Foxes and Frogs help you succeed in investing. Prasad's go-to KPI, and six investing mistakes to avoid.
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Trung Nguyen @SWIs
2
Preserve Your Wealth With This European Centenary Business
Founder-led for four generations, with a near-zero chance of disruption, 5-10% growth, and a 2.5% dividend, this is for you if you want to preserve your…
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Trung Nguyen @SWIs
7
Sleep Well Portfolio - Sea of Greens, 16% Outperformance, Future-Proof
Diversified: 6/10 are non-US, Growing profitably: 23% ROIC, 70% reinvestment rate, High cash buffers: 9/10 are net cash, Outperformance: 16% vs. S&P500…
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Trung Nguyen @SWIs
CrowdStrike's Possible Yellow Card or Opportunity?
ARR growth and retention declined for 2 Qs hinted at lasting IT outage impact. Cloud security and Identity also slowed. George Kurtz justified it as a…
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Trung Nguyen @SWIs
Buying Two US Tariff Resistant Businesses
Two resilient businesses that will do just fine if tariffs are higher
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Trung Nguyen @SWIs
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