Sleep Well Investments

Sleep Well Portfolio (Oct 2026) - SWI#25 and #26 Adding Exposure to AI.

Cybersecurity at peak expectations, Sea announced Sea Cloud and potential Monee IPO. Oil prices remain elevated. Patiently waiting to deploy cash in the…

Nov 1 • Trung Nguyen @SWI

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October 2026

SWI #25 & #26 - Monopoly in Hybrid Bonding (BESI), Monopoly in Lithography (ASML)

Competition risks overblown for Besi. ASML as an excellent a pair investment to sleep extra well at night.

Oct 28 • Trung Nguyen @SWI

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Sea Limited (SE) Sea Cloud and Monee IPO

Sea’s existing IT infrastructure and the intended applications and target customers mean Sea Cloud is a no-brainer move. Sea is still a startup. We’ll…

Oct 22 • Trung Nguyen @SWI

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Sleep Well Portfolio (Sept 2026) - New Pick coming up - SWI#25.

Quiet month as CrowdStrike, Fortinet, Veeva continues to roar since March. Meli and Sea retraced as oil rose but fundamentals remain strong. Five losers…

Oct 2 • Trung Nguyen @SWI

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September 2026

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

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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

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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

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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

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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

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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

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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

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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

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