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.
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.
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:
