🗝 The Key To Sleep Well

All FREE and Premium content - updated each month.

Hi, 5000+ sleep-well investors,

Sleep Well Investments owns enduring businesses with a timeless purpose, adaptability, and resilience. They are exceptional businesses but, in many ways, only make sleep-well investments for us if we understand them deeply enough.

I believe my in-depth research, follow-ups, and patience approach to portfolio management will get us there.

Below, I have sorted my in-depth research into categories:

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1. Sleep Well Portfolio Performance and Ownership Alerts

2. Deep dives of all picks and their sleep-well scores

3. Follow-up reports and the real-time Sleep Well Portfolio spreadsheet

4. Investment Framework and Ideas

5. FREE write-ups

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You can search for a write-up by pressing CTRL + F and typing ‘CRWD,’ for example.

I’ll update the links each month and leave a link to this post on the homepage.

1. Sleep Well Portfolio Performance & Ownership Alerts

Sleep Well Portfolio’s latest monthly performance can be found here:

Current outperformance: 32% vs 15% S&P500 - Interactive Brokers:

Visit the portfolio spreadsheet for real-time gains/losses.

1. 1st Ownership - MEDI at NOK 180 (SOLD at NOK 170)

2. 2nd Ownership - FND at $86

3. 3rd Ownership - MIPS at SEK 300

4. 4th Ownership

5. 5th Ownership

6. 6th Ownership - Dino Polska at PLN 374

7. 7th Ownership

8. 8th Ownership - KNSL at $383

9. 9th Ownership - SE at $73.50 and Trimmed CRWD at $381.64

10. 10th Ownership - CRWD at $205 (Add FTNT and Sell MEDI)

11. Buying An Anti-fragile Business

12. Buying this Cash Rich and Generative Monopoly at 25x FCF

13. Buying A Wonderful Business At A Cheaper Price

2. Deep dives and sleep-well scores

The table below lists all deep dives and tracks their performance. You can access it in the Sleep Well Portfolio spreadsheet, a one-stop shop that shows all positions, tracking updates links, my research list, and a scorecard of all businesses (see sample below). Access is available to annual sub only.

All picks above undergo a checklist and are given a sleep-well score (survivability and endurance). When a reasonable price is available, we buy them for the Sleep Well Portfolio.

Sleep well picks 2022-23

1. CrowdStrike - Cloud security leader +27% CAGR since IPO

2. The VAT Group - Vacuum valve leader +32% CAGR

3. Shimano - Bike component leader +12% CAGR

4. Floor and Decor - Future leader in hard-surface flooring +30% CAGR

5. MIPS - Helmet safety leader +45% CAGR

6. Thor Industries - RV leader +14% CAGR

7. Medical device leader +17% CAGR

8. NVR - Top US east coast hombuilder +30% CAGR

9. WSC - Space and storage solution leader [Part 1, Part 2] +24% CAGR

10. Life science platform leader [Part 1, Part 2] +43% CAGR

11. Global logistics software leader [Part 1, Part 2] +31% CAGR

12. Network security leader [Part 1, Part 2] +13% CAGR

13. Polish success food retailer +38% CAGR

14. Leader in E&S insurance submarket +50% CAGR

15. Tech Titan in Southeast Asia +30% CAGR

16. The most sleep-well business in LATAM +33% CAGR

17. SuperApp monopoly and turning free cash flow positive (-36%) CAGR

3. Thesis Tracking

**Links to thesis updates, buy-and-sell, and deep dives are all in the Sleep Well Portfolio spreadsheet.

4. Investment Framework

Sleep Well Investments Framework

Investment Thesis Tracker

Ideas

• 20 sleep-well businesses

• 10 serial acquirers

Timeless Lessons

• Invest like Peter Lynch

• 5 lessons from Scott Fraser

• 7 lessons from Ralph Wanger

• 5 lessons from Terry Smith

5. FREE write-ups

1. NVR Inc (NVR) - Homebuilding black sheep - deep dive

2. Fortinet (FTNT) - Safest bet in cyber security - deep dive

3. WillScott (WSC) - Storage and space solution leader - deep dive

4. CrowdStrike (CRWD) - Fal.Con investor update Sept 2023 - thesis tracker

5. ‘Ownership Alerts’ (1st, 2nd, 3rd, 4th, 9th)

6. Sleep Well Portfolio FY2023 review, FY2024 review.

If you don’t know the quality of my work - read them 👆

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Start sleeping well for £79/month or £399/year (50% discount). BUY alerts have made money, and the subscription's annual cost would be covered multiple times.

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As a reader of Sleep Well Investments, you agree with our disclaimer. You can read the full disclaimer here.

Tickers:

NVR 0.00%↑ CRWD 0.00%↑ WSC 0.00%↑ VEEV 0.00%↑ FND 0.00%↑ $MIPS.ST $SMNNY THO 0.00%↑ MEDI 0.00%↑ $VAT $DNP.WA FTNT 0.00%↑ PANW 0.00%↑KNSL 0.00%↑ SE 0.00%↑ MELI 0.00%↑

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