Sleep Well Investments

✅ 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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2025 Sleep Well Portfolio Review - 70% win-rate, Underperformance from September 2025

78 institutional-grade research, 5 new picks, 37 follow-up reports, 13 stocks BUY/SELL alerts, 70% win rate, It's still Day 1.

Jan 2 • Trung Nguyen @SWI

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December 2025

Best Buys and Research List (Dec 2025)

Opportunities to add / trim / research

Dec 11, 2025 • Trung Nguyen @SWI

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November 2025

Sleep Well Portfolio (Nov 2025) - Underperforming S&P500 for the second month, 3 losers, but I expect a rebound.

Three losers out of 13 holdings; 30% underperformance vs. S&P500. Two BUYs, 21% annualised return per pick, 23/33 transactions were correct (70% success…

Nov 30, 2025 • Trung Nguyen @SWI

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