🗝 The Key To Sleep Well
A directory to all sleep well content - FREE and Premium - updated each month.
Hi, 3000+ sleep well investors,
You have received 52 posts in the past 18 months (250K+ words of deep research), three high-quality posts each month, and lots more in production.
To help us navigate the newsletter, I have compiled all the links into categories:
1. FREE write-ups
2. Deep dives and sleep well scores
3. Ownership Alerts and Sleep Well Performance
4. Thesis Tracking and All Links in the Sleep Well Portfolio spreadsheet
5. Investment Framework and Ideas
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. 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 👆
2. Deep dives and sleep well scores
All picks are assessed for sleep well scores (survivability and endurance), and 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
Veeva Systems - Life science platform leader [Part 1, Part 2] +43% CAGR
Global logistics software leader [Part 1, Part 2] +31% CAGR
3. Performance of deep dives & buy alerts
The above table is in the Sleep Well Portfolio spreadsheet, a one-stop shop that shows all positions, links to tracking updates, my research list, and a scorecard of all businesses (see sample below). Access is available to annual sub only.
Ownership Alerts
Links and performance are as follows - visit the portfolio spreadsheet for real-time gains/losses.
1st Ownership - MEDI at NOK 180
2nd Ownership - FND at $86
3rd Ownership - MIPS at SEK 300
4th Ownership
5th Ownership
6th Ownership - Dino Polska at PLN 374
7th Ownership
4. Thesis Tracking
The table above has all the links to thesis updates, buy-and-sell, and deep dives—all in the Sleep Well Portfolio spreadsheet.
5. Investment Framework
6. Ideas
Start to sleep well for $49/month or $299/year (>50% discount). All BUY alerts have made money and would cover the annual cost of the subscription multiple times.
*Disclaimer: All information is for educational purposes, not investment advice; please do your own due diligence.
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%↑