🎯 2023 Sleep Well Portfolio Review - 100% win-rate 🎯

12 institutional-grade research, 9 follow-up reports, 4 stocks BUY alerts, 100% win rate, and plans for 2024

Happy holidays, 1650+ sleep well investors (SWIs),

We are a big investment club of 1650+ investors, 300+ of whom come from various hedge funds and family offices. I am honored that you find my work impactful.

Today, I am excited to review the 2023 performance of all the 12 picks I have published since going paid and report the 100% win rate of the four businesses I bought for the Sleep Well Portfolio.

🎯 100% win-rate performance

2023, I bought four businesses for the Sleep Well Portfolio:

• Veeva Systems - Leader in Life Science [Part 1, Part 2]

• Floor & Decor - Future leader in hard-surface flooring

• MIPS - Helmet safety leader

• Medistim - Medical device leader

Links to all BUY alerts here (4, 3, 2&1). All have performed beyond expectations, ranging from 6% return to 33% return.

That’s a 100% win rate. 🎯🎯🎯🎯

Performance as of 28th December 2023

Even if I bought all other 10 picks at the peak prices after publishing my deep dives, I would still have made money in 8 out of them or an 80% win rate 🎯x8.

Performance as of 28th December 2023

In addition to the four above, I also own Crowdstrike, Shimano, and Thor in my family portfolio. Thor, the market leader in RV production, returned 34% since it was bought, and Crowdstrike returned a whopping 185% since it was first purchased and 62% since my September bullish review of the business. Shimano is the only laggard at break-even.

2023 has been kind to all of my picks. The underlying businesses have shown resiliency and signs of improving competitive position despite negative headlines about wars and a high-interest rate environment.

However, it is a very short period to judge my performance. There are luck and timing elements in the 100% win rate. Nevertheless, I am laser-focused on building a rigorous investment process and being disciplined in deploying capital, which should yield positive outcomes over the long term.

To recap, since going paid, you have received 25 institutional grade write-ups, including:

• 12 deep dives with 10K+ words on lesser-known market leaders from medical devices to flooring to cyber security - VEEV, WSC, NVR, MEDI, THOR, MIPS, FND, SMNNY, VAT, CRWD, PSN.L, 0.327

• 9 thesis tracking reviews on CRWD, MEDI, MIPS, FND, SMNNY

• 4 BUY alerts with reasoning (4, 3, 2&1)

You also received 7 free posts, including:

• 4 frameworks and resources

• 3 lists (20 sleep well, 10 serial acquirers, 7 stocks)

In total, you received 32 write-ups for just $39/month or $299/year. All of the BUY alerts have made money and would likely cover the annual cost of the subscription.

Day 1 for 2024

It has been Day 1 throughout 2023, a mentality I learned from Jeff Bezos to constantly experiment and refine to master a craft. Day 1, for me, has been about fine-tuning my investment process and building discipline in allocating capital.

But what’s Day 2? In Jeff Bezos’ words:

Day 2 means stasis, followed by irrelevance, followed by an excruciating, painful decline, followed by death.

And that is why, in 2024 and beyond, it will always be Day 1 for Sleep Well Investments.

Make no mistakes; I will have bad years, but I will always strive for high quality and most thorough research. I trust the process, I have a purpose, and I am optimistic that positive outcomes will follow.

So, no matter what the future brings, you will receive more lesser-known market leaders in your inbox. Together, we will own the most enduring turtle, not the hare. Focusing on lesser-known businesses ensures we have an edge over other investors as we compete with less informed participants, which should provide us with more opportunities to buy at a cheaper price.

If you are new, you can check out how I screen out market leaders here; I score businesses out of 20 points at the end of each research. I publish my research if they score at least 12 points and invest in them if they are above 13 (I’ll let you know when), saving you time from studying mediocre ones.

I also keep track of all my picks’ market positions and competitor actions to ensure they deserve to be in the Sleep Well Portfolio.

So in 2024, you can expect:

• Quality > quantity

• High win-rate

We will continue to compound capital by being highly selective of what we own and knowing deeply why we own them. I believe this is the most ‘sleep-well’ and proven way to succeed.

Thank you, and see you in 2024!

2023 was about building and refining the process, and I am thankful for the many friendships and kindness you have given me. Without you, I would not be sitting here with this view today. I look forward to further improvements in 2024.

Working away from home, overlooking the Pyrenees 🏔

I want to make a toast to a few that have made a big difference in my journey.🍻

Compounding Quality

Jared Leary

Tech Fund

ToffCap

, my dear friend, a fantastic money manager and tennis partner Alex R.,

The Economy Rocket

and

Amrita Roy

with their encouragement before I hit the rocket growth. And all premium members who have paid me to do what I love.

To close this year's review, I’ll leave you an interview with Anthony Deden, a lesser-known but highly influential investor whose wisdom has guided me to build the foundation of Sleep Well Investments, which places great importance on searching for irreplaceable qualities in businesses, resiliency, and building a long-term mindedness.

If you want to know more about Sleep Well Investments and the portfolio, visit here, don’t hesitate to comment, help me improve, and contact me through trung.nguyen@sleepwellinvestments.com, LinkedIn, or twitter/X@DTF_Capital.

Sleep well investing,

Trung Nguyen

Tickers:

VEEV 0.00%↑ $MIPS MEDI 0.00%↑ FND 0.00%↑ CRWD 0.00%↑ WSC 0.00%↑ NVR 0.00%↑ THO 0.00%↑ $SMNNY $VAT $PSN.L $0.327.HK