Sleep Well Investments

Sleep Well Investments

Thesis Tracker

Intellego, Risk Management

Preparation, stick to the plan, and stay humble.

Trung Nguyen @SWI's avatar
Trung Nguyen @SWI
Sep 16, 2025
∙ Paid
7
1
2
Share

Hi Sleep Well friends,

My latest pick, Intellego [deep dive, 1st buy, 2nd buy], a high-flying niche pioneer and current unchallenged leader in UV light disinfection validation, has gone through a roller-coaster. Shares dived 30% from the peak, and this is the first time I have experienced since sharing my investing journey here. As a long-term owner, I am keen to challenge my own research and find out:

What and why did it happen, and what are we doing about it?

P/S: I reached out to

Hugo Navarro
, and
Simeon Research
for additional insights. They may or may not hold shares of the company today. Do give them a follow if you would like more investing ideas.

To learn more about SWI, check out our Owner Manual and FAQ.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Sleep Well Investments
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture