A Leader In Logistics Cloud Software [Part 2]

Risks - disruption, premium valuation, what to track, Sleep Well Scorecard

Hi SWIs,

This is part 2 of the 11th Sleep Well pick. Part 1 is here.

1. What makes it a sleep-well business? [Part 1]

   1. Emerging leader

   2. Outdated alternatives

   3. Gaining market share

   4. Durable growth

   5. Widening moats / High barriers to entry

   6. Management track record and ownership

   7. Anti-fragility

2. Risks [Part 2]

3. Valuation

4. What to track

5. Sleep Well Scorecard