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 Outdated alternatives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

Before we start, I want to thank a few who have tipped me several years of annual subscription for my previous work 🙏 (you can do it too by typing an amount below).

I also want to pay it forward by giving loyal readers unlimited annual access to Sleep Well Investments. To get it, hit the like button and leave a comment on the stock you think would fit the Sleep Well mold in this 2023 yearly review article;

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

if I write about your stock, you will get a yearly subscription for free.