Sleep Well Investments
Subscribe
Sign in
Home
Notes
Chat
Start Here
Sleep Well Portfolio
Trade Alerts
Deep Dives
Thesis Tracker
Framework
FAQ
Owner Manual
About
Latest
Top
Discussions
Links to all company write-ups in one place
Links to Company Deep Dives, Updates and Buy/Sell Notes
20 hrs ago
•
Trung Nguyen @SWI
9
Links to all Deep Dives
Links to our deep dives in one place
Sep 12
•
Trung Nguyen @SWI
3
FAQ
Answers to your commonly asked questions
Sep 11
•
Trung Nguyen @SWI
6
2nd Buy - 50% 3yr revenue CAGR platform at 13x earnings
Second purchase of this incredible 'razor-razorblade' business that currently has no viable competition.
Sep 11
•
Trung Nguyen @SWI
5
2
Buying a 50% 3yr revenue CAGR platform at 15x earnings
Crucially, no direct competition, and market doesn't know this company is turning into a platform (yet). Net cash balance sheet and set to grow free…
Sep 7
•
Trung Nguyen @SWI
11
SWI Manual 🌘
How our investment framework will help you 'sleep well'. Every step explained and linked to deeper thoughts.
Sep 5
•
Trung Nguyen @SWI
15
3
22nd Sleep Well - I am buying this 50% 3yr forward growth platform at 15x earnings
Essential product that is turning into a platform and winning over industry incumbents, no competition (for now).
Sep 3
•
Trung Nguyen @SWI
11
August 2025
Sleep Well Portfolio Aug 2025 - 50% annualised return per pick, New Pick Preview
One loser out of 12 holdings; 11% Outperformance vs. S&P500. 50% annualised return per pick, 26/28 transactions were correct (93% success rate).
Aug 31
•
Trung Nguyen @SWI
13
Mercado Libre Q2'25: Shopee's Success Is Causing Troubles
Forget Amazon or Temu or TikTok. The biggest risk in Brazil is Shopee.
Aug 28
•
Trung Nguyen @SWI
18
21st Sleep Well - The Market Doesn't Understand This Vertical SaaS
Predictable customers and expanding products into a platform at reasonable prices.
Aug 19
•
Trung Nguyen @SWI
14
Sea Limited (SE) Q2'25: 'The Best Is Yet to Come' - Profitable Growth In All Segments
E-commerce GMV + 29% YoY, Gaming +23%, Financial Services Loan Book up 90% (1% non-performing). Group revenue up 38%, operating profit ~$2B, FCF ~$4B…
Aug 16
•
Trung Nguyen @SWI
37
Adding to my 20th Pick
Q2'25 added clarity to the business from now on, and although not ideal, the business quality remains intact. I am owning a bit more shares of the…
Aug 4
•
Trung Nguyen @SWI
6
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
