Buying Two US Tariff Resistant Businesses

Two resilient businesses that will do just fine when tariffs are higher

Hi all,

Time like this shows who is swimming naked.

The Sleep Well Portfolio is not.

Tariff wars and actions can have negative impacts, but not evenly. Thus, I am taking advantage of the ongoing sell-off.

Why?

My in-depth research ensured that my portfolio companies could tackle challenges (competition, recessions), including higher global tariffs.

The short-term impact comes from higher inflation, higher interest rates, and lower demand in some industries and geography. But these companies have flexible supply chains / fabless manufacturing models / and since this is the US vs. the world, not all will be impacted.

Only four of the 10 companies are domiciled in the US, and only three have primary revenue sources (import) subject to higher US tariffs. Others operate almost entirely outside the US and within their constituents.