Archive - Sleep Well Investments

Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.

CrowdStrike, Fortinet, Veeva up nearly 100% since March. Meli and Sea also rallied. Five losers out of 13 holdings; portfolio recovery continues.

Sep 3 • Trung Nguyen @SWI

August 2026

Wisetech (WTC) Quality turning Special Sits. Governance, e2open, pricing model transition

And, DSV, and signs of AI monetization? Valuation at record low.

Aug 28 • Trung Nguyen @SWI

Pro Medicus (PME.AX) FY2026 review - AI gatekeeper

Steady 25% profit growth despite FX headwinds, EBIT margin 74%, backlog grew 41%. AI playbook is slowly revealing why I call the company a digital…

Aug 21 • Trung Nguyen @SWI

Cellebrite (CLBT) Q2'26 - Execution wobble, Forecast question mark

After a year of owning shares and listening to the same 'federal unit' elongated sales excuse, I am putting management on the spot.

Aug 14 • Trung Nguyen @SWI

Sea Limited (SE) Q2'26 - Profitable growth, shares up 70% from lows

Shopee margin potential, VIP and Livestream excelled, Monee's controlled expansion, Garena steady. SE now 55% of my PA.

Aug 13 • Trung Nguyen @SWI

Mercado Libre (MELI) Q2'26 Business Update - Credit Issue?

Pago expanding like wildfire but at what cost? The appearance of 'ecosystemic users'.

Aug 12 • Trung Nguyen @SWI

Grab Q2'2026 Business Update - Preparing for AV

Future of Autonomous Vehicles is coming, Groceries now ~25% of Deliveries, Advertising accelerated, Fintech growing 100% YoY. 14x EV/Adj. EBITDA

Aug 6 • Trung Nguyen @SWI

Sleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.

AI-insulated positioned rallied. Five losers out of 13 holdings; portfolio recovery continues.

Aug 2 • Trung Nguyen @SWI

July 2026

Sleep Well Portfolio (June 2026) - Software continues to stabilise? Latest pick up 75%

Pro Medicus is up 75% in June. Bought ISRG. Five losers out of 13 holdings; 8 months of decline coming to an end. Hyperscalers are looking interesting.

Jul 1 • Trung Nguyen @SWI

June 2026

I Didn't Know Then. I Know Now. — ISRG & PME.AX

I Didn't Know Then. I Know Now. — ISRG & PME.AX

Jun 24 • Trung Nguyen @SWI

Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?

Market evaluates these businesses by the quarter, I see a differentiated market entry and early outcome. But can both co-exist profitably?

Jun 5 • Trung Nguyen @SWI

Sleep Well Portfolio (May 2026) - Software is back? 8% portfolio rebound in a day

Lead by CRWD: up 283% FTNT: up 154% other recent buys bounced. Five losers out of 12 holdings; 8 months of decline coming to an end.

Jun 2 • Trung Nguyen @SWI

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