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.
What makes it a sleep-well business? [Part 1]
Emerging leader
Outdated alternatives
Gaining market share
Durable growth
Widening moats / High barriers to entry
Management track record and ownership
Anti-fragility
Risks [Part 2]
Valuation
What to track
Sleep Well Scorecard