Releasing Tomorrow: An Anti-fragile Monopoly In A Niche and Underpenetrated Market, Unchallenged For Over 30 years

Business has compounded sales at 10%+ CAGR, free cash flow 20%+ CAGR in the last decade, while there is still ample reinvestment opportunities to compound value.

Tomorrow, 5th Aug 2023, Sleep Well Investments will unveil a <$1B hidden monopoly in a stable and underpenetrated market (10x+ its current sales). After three decades, its leadership position is still unchallenged. The brand has become the industry standard and is deeply integrated into end-users’ workflow. Its market share is still growing despite being over 70%+ already.

I have dug through industry reports, academic studies, key opinion leader forums, patent office filings, end-users reports, and company filings since the company’s founding days to conclude that this business is anti-fragile and possesses a superior product value proposition, business model, and impenetrable 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:

• The VAT Group - Vacuum valve monopoly +32% CAGR since IPO

• 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 +13% CAGR