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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
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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
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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
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
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20th Sleep Well Pick - Boring, Anti-fragile, Near 10 year low Valuation
This company has grown revenue for ~100 consecutive quarters, with a 40% free cash flow CAGR in the past 10 years. It is positioned to grow free cash…
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Trung Nguyen @SWIs
Mercado Libre Q1'25: Strong Start, Are Shares Still Cheap To Buy?
Meli reported exceptional Q1’25, despite tariff uncertainties and the perennial geopolitical risks investors have worried about since its founding.
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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
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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
A Leader In Logistics Cloud Software [Part 1]
$10B+ market cap, 48% FCF CAGR, 34% TSR CAGR, one of its kind, abundant expansion opportunities
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Trung Nguyen @SWIs
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Top Sleep Well Businesses Beyond 2025
We rate the our businesses for 'sleep-wellness'.
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Trung Nguyen @SWIs
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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