13 Comments

I was surprised to see Brembo on the list, and at the same time pleasantly surprised because their brakes are good ones.

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Nov 12, 2023Liked by Trung Nguyen @SWIs

Great ideas! Happy shareholders of WSP and BRO here. I know I can sleep well at night with these two. Holding WSP for more than three years now and BRO for a couple of months. Thanks for sharing your list!

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Nov 11, 2023Liked by Trung Nguyen @SWIs

Lots of new 10ks to explore from this high-quality list. Thank you for sharing, Trung.

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Great post, so much to unpack here, though I don't know a lot of the companies here. I am glad Keysight and Monolithic Power where I invest has made it to your lists, so I can sleep well.

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