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Links to Company Deep Dives, Updates and Buy/Sell Notes

Sep 15, 2025

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Below are all the business updates (earnings, ad hoc events) and buy/sell reasoning notes for all SWI picks. You can access the tracking sheet in the Sleep Well Portfolio tracking spreadsheet, available to Annual Premium members only - link.

Thesis Tracker showing the operating performance of SW picks

*Note: To understand the updates, please read the Deep Dives write-up first to get an in-depth understanding of the business and industry in which it operates.

Updates

[Pick 1] CrowdStrike - CRWD

Q1'25 - Tariff Review
Q4'24 - Update
Q3'24 - F+C partnership, Q3'25
Q2'24 - TRIM & BUY & Q2
Q1'24 - Update
Q4'23 - Update
Q2'23 - Update
CY2021 - Deep Dive, Update

*Note that CRWD’s fiscal year end is 31st Jan 2025.

[Pick 2] The VAT Group - VACN.SW

Q2'25 - Update
Q1'25 - Tariff Review, Q1
Q4'24 - TopSWI
Q1’23 - SELL
Q2'22 - Deep Dive

[Pick 3] Shimano - 7309.T

Q1'24 - Update
Q4'22 - Update
Q3'22 - Deep Dive

[Pick 4] Floor and Decor - FND

Q4'24 - SELL for WTC
Q3'24 - Update
Q1'24 - Update
Q2'23 - Update
Q1'23 - Update
Q4'22 - Update
Q3'22 - Deep Dive

[Pick 5] MIPS AB - MIPS

Q1'25 - Tariff Review, SELL for SE, Q1
Q4'24 - Update
Q3'24 - Update
Q2'24 - Update
Q1'24 - Update
Q4'23 - Update & BUY
Q3'23 - Update
Q2'23 - Update
Q1'23 - Update
Q4'22 - Deep Dive

[Pick 6] Thor Industries - THO

Q1'24 - Update
Q1'23 - Deep Dive

[Pick 7] Medistim ASA - MEDI

Q2'24 - SELL for FTNT
Q1'24 - Update
Q3'23 - Update & BUY
Q1'23 - Deep Dive

[Pick 8] NVR Inc. - NVR

Q4'24 - TopSWI
Q2'23 - Deep Dive

[Pick 9] WillScott MM - WSC

Q3'24 - Update
Q2'24 - SELL for GRAB
Q1'24 - BUY & Update
Q4'23 - Update
Q3'23 - Deep Dive

[Pick 10] Veeva Systems - VEEV

Q1'25 - Tariff Review
Q4'24 - TopSWI, Update
Q3'24 - Update
Q1'24 - Update
Q4'23 - BUY
Q3'23 - Deep Dive

[Pick 11] Wisetech - WTC

Q1'25 - Tariff Review, E2open, 2nd BUY
Q4'24 - Update, 1st BUY
Q3'24 - Update
Q2'24 - Update
Q4'23 - Deep Dive

[Pick 12] Fortinet - FTNT

Q1'25 - Tariff Review
Q4'24 - TopSWI
Q3'24 - F+C, Q3'24
Q2'24 - 2nd BUY, Update
Q1'24 - 1st BUY & Update
Q4'23 - Deep Dive

[Pick 13] Dino Polska

Q1'25 - Tariff Review
Q3'24 - Update
Q2'24 - Update
Q1'24 - Update
Q4'23 - Deep Dive & 1st BUY

[Pick 14] Kinsale Capital - KNSL

Q3’25 - Update
Q1'25 - Tariff Review, Q1
Q4'24 - TopSWI, Update
Q3'24 - Update
Q2'24 - Update
Q1'24 - Deep Dive & 1st BUY

[Pick 15] Sea Limited - SE

Q2'25 - Q2, 4th BUY
Q1'25 - Tariff Review, 3rd BUY, Q1
Q4'24 - TopSWI, 2nd BUY, Update
Q3'24 - Update
Q2'24 - 1st BUY, Update, SPX
Q1'24 - Deep Dive

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