Sleep Well Investments

Sleep Well Investments

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Sleep Well Investments
Sleep Well Investments
20th Sleep Well - Q2'25 Results, Likely Adding Shares.
Thesis Tracker

20th Sleep Well - Q2'25 Results, Likely Adding Shares.

We review Q2'25 results for additional information on the organic and inorganic growth split and the progress of two recent large acquisitions.

Trung Nguyen @SWIs's avatar
Trung Nguyen @SWIs
Jul 31, 2025
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Sleep Well Investments
Sleep Well Investments
20th Sleep Well - Q2'25 Results, Likely Adding Shares.
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Hi, sleep well, investors,

Our ownership plan for the 20th (and 21st) pick was to wait for more clarity before adding to the initial position (acquired in Jun 2025).

Read the ownership plan here for details.

Buying New Businesses: 20th & 21st Sleep Well Pick

Buying New Businesses: 20th & 21st Sleep Well Pick

Trung Nguyen @SWIs
·
Jul 17
Read full story

Shares dropped by 16% as of writing, so let’s review whether the commentary gives further clues about the quality of the business to warrant an addition.

Before that, it’s essential to remember why it was chosen as the 20th Sleep Well Business. I pay very little attention to Wall Street’s estimates, as they play a very different game. Quarterly results, then, would be approached with an ownership mindset and not as a betting opportunity.

If you are new to Sleep Well Investments, start here.

Q2’25 results reviewed:

  • VAT Group - Shares nearing attractive point

  • 18th Sleep Well H1’25 - Hidden growth

I am currently relocating to Asia and will review the results after mid-August, including those from our largest positions: Sea Limited, Mecardo Libre, and Grab. Schedules below:

**Links to thesis updates, buy-and-sell, and deep dives are all in the Sleep Well Portfolio spreadsheet. (Annual Reader only)

Why do we own the 20th pick?

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