✅ Buy Alert - Adding to my 20th Pick

Q2'25 added clarity to the business, and although not ideal, the business quality remains intact. I am owning a bit more of the company given the market's overreaction and myopic views.

Hi, sleep well investors,

The 20th and 21st picks had a few creases that needed time to iron out. That’s why I initiated a small position after my deep dive and planned the second one for when I would have gained more clarity.

20th sleep well pick: deep dive, buying plan, first buy, Q2’25

The Q2’25 results review on July 31st provided me with enough information to proceed with the second addition. Even better, prices are now also 20% lower. I am laying out seven reasons for adding today.