Sleep Well Investments

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Sleep Well Investments
Sleep Well Investments
Buying This Mission-Critical SaaS Platform Serving Public Safety 26xEV/FCF for 20% CAGR 4yr Forward Growth
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Buying This Mission-Critical SaaS Platform Serving Public Safety 26xEV/FCF for 20% CAGR 4yr Forward Growth

20% organic growth + x% from new found M&A allocation. No debts, 30% free cash flow margin. Thrive in a fragile world.

Trung Nguyen @SWIs's avatar
Trung Nguyen @SWIs
Jun 20, 2025
∙ Paid
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Sleep Well Investments
Sleep Well Investments
Buying This Mission-Critical SaaS Platform Serving Public Safety 26xEV/FCF for 20% CAGR 4yr Forward Growth
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Today, I bought a sleep well business that:

  • Scores 14/20 points on my sleep well checklist. (vs. 12.8 average)

  • Possesses deep and widening moats - scale/cost, switching cost, brand, and incredibly high barriers to entry.

  • This SaaS platform has multiple growth levers (organic, product cross-sell, geography, M&A)

  • Due to the recent CEO transition, the market is underappreciating the quality and expecting a free cash flow growth of just 7.5% CAGR over the next decade, compared to an achievable 15% CAGR.

I am buying this business today because it adds a unique defensive angle (an anti-fragility quality) to the Sleep Well Portfolio.

In case you missed it, recently, I shared the following:

  • 21st Sleep Well Pick

  • 20th Sleep Well Pick - Boring and Anti-fragile

  • Sleep Well Portfolio May Update - 64% Annualized Return

  • Wisetech’s Step-change acquisition

  • Transition of the Mercado Libre CEO.

  • Q1’25 results review: VAT, Kinsale, MIPS, Mercado Libre, Sea Limited, and Grab.

Don’t miss out on my in-depth analysis and profitable investment decision.

No marketing spam, just research and investment-related content.

Let’s examine what I bought today and how it fits the Sleep Well Portfolio.

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