🗝 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:
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
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.
2nd Ownership - FND at $86
3rd Ownership - MIPS at SEK 300
4th Ownership
5th Ownership
6th Ownership - Dino Polska at PLN 374
7th Ownership
8th Ownership - KNSL at $383
9th Ownership - SE at $73.50 and Trimmed CRWD at $381.64
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.
CrowdStrike - Cloud security leader +27% CAGR since IPO
The VAT Group - Vacuum valve leader +32% CAGR
Shimano - Bike component leader +12% CAGR
Floor and Decor - Future leader in hard-surface flooring +30% CAGR
MIPS - Helmet safety leader +45% CAGR
Thor Industries - RV leader +14% CAGR
Medical device leader +17% CAGR
NVR - Top US east coast hombuilder +30% CAGR
WSC - Space and storage solution leader [Part 1, Part 2] +24% CAGR
Life science platform leader [Part 1, Part 2] +43% CAGR
Global logistics software leader [Part 1, Part 2] +31% CAGR
Network security leader [Part 1, Part 2] +13% CAGR
Polish success food retailer +38% CAGR
Leader in E&S insurance submarket +50% CAGR
Tech Titan in Southeast Asia +30% CAGR
The most sleep-well business in LATAM +33% CAGR
SuperApp monopoly and turning free cash flow positive (-36%) CAGR
Naval engineering gold standard +19% 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
Ideas
Timeless Lessons
5. FREE write-ups
NVR Inc (NVR) - Homebuilding black sheep - deep dive
Fortinet (FTNT) - Safest bet in cyber security - deep dive
WillScott (WSC) - Storage and space solution leader - deep dive
CrowdStrike (CRWD) - Fal.Con investor update Sept 2023 - thesis tracker
If you don’t know the quality of my work - read them 👆
Start sleeping well for £79/month or £499/year (50% discount). BUY alerts have made money, and the subscription's annual cost would be covered multiple times.
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%↑
If my content has had a positive impact, please help me grow by spreading the word. Thank you
Hi Trung,
what is "PA ownership status" in your spreadsheet?