Releasing Next Week: An Anti-fragile Market Leader In A Fragmented and Cyclical Market, Never Made A Loss Over 30 years
Business has compounded sales at 14%+ CAGR, free cash flow per share at 29%+ CAGR in the last decade, while there is still a long run way to compound value.
Next Monday, 16th Oct 2023, Sleep Well Investments will deep dive (10K+ words) into a <$20B market leader in a fragmented, localized, and cyclical market that has not made a loss (GAAP) for three decades. Despite the secrets being well documented, no peers have successfully copied it. And now, as we enter a challenging period, the business should be on better footing to steal more share from weaker players. The product also symbolizes the American Dream, thus ensuring its relevance for decades.
The stock price is fairly priced at the current range, so I have developed a tracking system to ensure I add the stock to my portfolio when an opportunity arises.
You can find my past publications on other market leaders below:
CrowdStrike - Cloud Security Leader +27% CAGR since IPO
The VAT Group - Vacuum valve monopoly +32% CAGR
Shimano - Bike component monopoly +12% CAGR
Floor and Decor - Future monopoly in hard-surface flooring +30% CAGR
MIPS - Helmet safety monopoly +45% CAGR
Thor Industries - RV monopoly +14% CAGR
Medical Device Monopoly +17% CAGR
Harley?