Sitemap - 2023 - Sleep Well Investments

🎯 2023 Sleep Well Portfolio Review - 100% win-rate 🎯

10 Serial Acquirers To Fortify Your Portfolio

Deck the Halls with Investment Ideas

*4th sleep-well ownership*

Veeva Systems (VEEV) - Overcoming Seven Key Risks, A Sleep-Well Investment? [Part 2]

Veeva Systems (VEEV) - A Leader In Life Science With Seven Critical Risks [Part 1]

Medistim: Q3-23 Thesis Tracking - No News Is Good News

20 Sleep-Well Businesses You Have Never Heard Of

WillScot Mobile Mini - A Circle Economy Leader [Part 2]

WillScot Mobile Mini - A Circle Economy Leader [Part 1]

Releasing Tomorrow: A <$10B 'Circle Economy Leader' With Clear Growth Economics Trading Reasonably

*3rd sleep-well ownership* - MIPS

MIPS AB: Q3-23 Thesis Tracking, Higher Chance of Recovery In Q4

*1st and 2nd sleep-well ownership* - Floor and Decor & Medistim

NVR - A Homebuilding Black Sheep To Own In Downturns

Releasing Next Week: An Anti-fragile Market Leader In A Fragmented and Cyclical Market, Never Made A Loss Over 30 years

Pax Global - 2nd Largest Payment Terminal Producer Trading Cheaply, But Questions Remain

Sleep Well Investments Portfolio

CrowdStrike: Thesis Tracking - Gaining Market Share, Massive Guidance Upgrade At Fal.Con 2023, A Sleep Well Investment?

Lessons from Leaders

SWIs Useful Resources

Floor and Decor: Q2'23 Thesis Tracking - Gaining Market Share Despite Further Sales Decline

Investment Thesis Tracker

A Monopoly In The Medical Device Market

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

MIPS AB: Q2-23 Thesis Tracking, Expected Soft Demand, Recovery in Q4

Thor Industries - RV Monopoly At The Right Price

Floor and Decor: Q1'23 Results Review - Out Performance Continues

MIPS AB: Q1-23 Results, Soft Demand Until Q2, Recovery in H2 Expected

MIPS AB – Helmet Safety Monopoly with No Worthy Rivals

Releasing Tomorrow: A Hidden Monopoly With No Worthy Rival Insight

Floor and Decor - Thesis Tracking, Valuation Update, FY2022 Results Review

Floor and Decor - Future Home Improvement Monopoly With Compelling Reinvestment Economics At An Attractive Price

Shimano - Thesis Tracking, FY2022 Results Review

Shimano - Under-appreciated Bike Component Monopoly At An Attractive Price

Persimmon (PSN.L) - A Resilient Business At An Attractive Price But Not A Sleep Well Investment