Releasing Tomorrow: A Hidden Monopoly With No Worthy Rival Insight
Business has compounded sales at 40%+ CAGR, earnings 50%+ CAGR in the last decade, while the share price has only compounded 30%+ CAGR.
Tomorrow, 14th April 2023, Sleep Well Investments will publish a $1B+ hidden monopoly in a niche market. After nearly two a decade, its leadership position is unchallenged. The brand has become the industry standard and a verb like Airbnb to alternative accommodation.
I have dug through industry reports, academic studies, patent office filings, end-users reports, and company filings since the company’s founding days to conclude that this business possesses a superior product value proposition, business model, and defensible durable moats, helping the business to endure future competitive threats and adversities.
The stock price is reasonable at the current range and is attractive as inflation (CPI) numbers continue to decline.
You can find my past publications on other hidden monopolies below: