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10 Serial Acquirers To Fortify Your Portfolio
Why are serial acquirers attractive investments, how to identify them, and 10 you should know.
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Trung Nguyen @SWIs
4
Dino Polska - An Open Book Success in Food Retail
Part Alimentation Couche-Tard (ATD) part Walmart (WMT) with clear expansion like Floor and Decor (FND)
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Trung Nguyen @SWIs
1
7 Lessons From Ralph Wanger
Track record: 16% over 30 years. Favourite quote "If you want to stand out from the pack, you have to stand outside the pack”
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Trung Nguyen @SWIs
Veeva Systems (VEEV) - A Leader In Life Science With Seven Critical Risks [Part 1]
Once touted as the next Salesforce, the CRM and R&D cloud platform leader in life science is trading at record low valuation 25xFCF. Is it still a…
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Trung Nguyen @SWIs
Sea Limited (SE) - Q2'24 review - Building an Evergreen Franchise
Garena is an enduring cash-cow, Shopee maintains dominance and turning profitable in Q3, SeaMoney is executing prudently. I am still a buyer at 21x FCF…
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Trung Nguyen @SWIs
2
Kinsale (KNSL) - Thriving From The Unpredictable
Leader in E&S insurance submarket with defensible advantages to thrive in adversity
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Trung Nguyen @SWIs
4
Thesis Tracking Q2'24 - Dino Polska, Wisetech, Fortinet, Kinsale, Sea Ltd
Dino winning, WTC's share returned 30x since 2016, Fortinet's safest bet, KNSL execution, and SE's logistics advantage.
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Trung Nguyen @SWIs
Top Sleep Well Businesses Beyond 2025
We rate the our businesses for 'sleep-wellness'.
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Trung Nguyen @SWIs
Grab Q3'24: Super App Growing Sustainably
Grab reached 42M users, profitable for two consecutive quarters, $500M forward FCF makes this business 25x EV, reasonable for the 15%+ 10 yr CAGR.
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Trung Nguyen @SWIs
1
Thesis Tracking Q1'24 - WillScot, Floor and Decor, Medistim
Key updates for WSC, FND, and MEDI
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Trung Nguyen @SWIs
CrowdStrike - Thesis Tracking FY2024, Premium Quality Premium Prices
CrowdStrike continues winning large deals and market shares vs. OS vendors, platforms and point-based solutions. Why?
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Trung Nguyen @SWIs
1
Grab - A Monopoly with Widening Moats and Clear Growth Runway
24x FCF, 15%+ next 5-10 year growth, expanding margins, net cash, owner-operator, mediocre competition.
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Trung Nguyen @SWIs
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