Links to Company Updates and Buy/Sell Notes
Links to all company updates and SWI Buy/Sells in one place
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.
*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
Q1'24 - Update
Q4'23 - Update
Q2'23 - 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
[Pick 3] Shimano - 7309.T
[Pick 4] Floor and Decor - FND
[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
Q3'23 - Update
Q2'23 - Update
Q1'23 - Update
[Pick 6] Thor Industries - THO
Q1'24 - Update
[Pick 7] Medistim ASA - MEDI
[Pick 8] NVR Inc. - NVR
Q4'24 - TopSWI
[Pick 9] WillScott MM - WSC
[Pick 10] Veeva Systems - VEEV
Q1'25 - Tariff Review
Q4'24 - TopSWI
Q3'24 - Update
Q1'24 - Update
Q4'23 - BUY
[Pick 11] Wisetech - WTC
[Pick 12] Fortinet - FTNT
Q1'25 - Tariff Review
Q4'24 - TopSWI
[Pick 13] Dino Polska
[Pick 14] Kinsale Capital - KNSL
Q1'25 - Tariff Review, Q1
Q3'24 - Update
Q2'24 - Update
[Pick 15] Sea Limited - SE
Q1'25 - Tariff Review, 3rd BUY, Q1
Q3'24 - Update