🗝 The Key To Sleep Well

A directory to all sleep well content - FREE and Premium - updated each month.

Hi, 4700+ sleep well investors,

You have received 90+ deep research in the past 22 months (400K+ words of deep research), four high-quality posts each month, and lots more in production.

I have sorted the write-up links into categories:

---

1. FREE write-ups

2. Deep dives and sleep well scores

3. Sleep Well Portfolio Performance and Ownership Alerts

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.

New to Sleep Well Investments?

I suggest reviewing the list of companies [deep dives] and seeing which appeals to you. Please don’t choose a company based on its price chart or valuation relative to others. That will lead you to a world of speculation, not investment.

Start based on the product/industry that interests you, and go from there.

1. 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

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

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 showing 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 go through a checklist and are given a sleep well score (survivability and endurance), and 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. Veeva Systems - 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. Dino Polska - Polish success food retailer +38% CAGR

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

15. Sea Limited - Tech Titan in Southeast Asia +30% CAGR

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

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

3. Sleep Well Portfolio Performance & Ownership Alerts

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

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. 11th Ownership - MELI at $2055

12. 12th Ownership - GRAB at $4.12

4. Thesis Tracking

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

5. Investment Framework

Sleep Well Investments Framework

Investment Thesis Tracker

6. Ideas

• 20 sleep-well businesses

• 10 serial acquirers

7. Timeless Lessons

• Invest like Peter Lynch

• 5 lessons from Scott Fraser

• 7 lessons from Ralph Wanger

• 5 lessons from Terry Smith

---

Start to sleep well for $69/month or $350/year (>50% discount). BUY alerts have made money and would cover the annual cost of the subscription 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