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
✅ Buy Alert - 4th sleep-well ownership
SWI Pick #10 - Veeva Systems (VEEV) - Overcoming Seven Key Risks, A Sleep-Well Investment? [Part 2]
SWI Pick #10 - Veeva Systems (VEEV) - A Leader In Life Science With Seven Critical Risks [Part 1]
Business Update - Medistim: Q3-23 Thesis Tracking - No News Is Good News
20 Sleep-Well Businesses You Have Never Heard Of
SWI Pick #9 - WillScot Mobile Mini - A Circle Economy Leader [Part 2]
SWI Pick #9 - WillScot Mobile Mini - A Circle Economy Leader [Part 1]
Releasing Tomorrow: A <$10B 'Circle Economy Leader' With Clear Growth Economics Trading Reasonably
✅ Buy Alert - 3rd sleep-well ownership - MIPS
Business Update - MIPS AB: Q3-23 Thesis Tracking, Higher Chance of Recovery In Q4
✅ Buy Alert - 1st and 2nd sleep-well ownerships - Floor and Decor & Medistim
SWI Pick #8 - NVR - A Homebuilding Black Sheep To Own In Downturns
Pax Global - 2nd Largest Payment Terminal Producer Trading Cheaply, But Questions Remain
Sleep Well Investments Portfolio
Useful Resources on Long-term Investment
SWI's Tools - Investment Thesis Tracker
SWI Pick #7 - A Monopoly In The Medical Device Market
Business Update - MIPS AB: Q2-23 Thesis Tracking, Expected Soft Demand, Recovery in Q4
SWI Pick #6 - Thor Industries - RV Monopoly At The Right Price
Business Update - Floor and Decor: Q1'23 Results Review - Out Performance Continues
Business Update - MIPS AB: Q1-23 Results, Soft Demand Until Q2, Recovery in H2 Expected
SWI Pick #5 - MIPS AB – Helmet Safety Monopoly with No Worthy Rivals
Releasing Tomorrow: A Hidden Monopoly With No Worthy Rival Insight
Business Update - Floor and Decor - Thesis Tracking, Valuation Update, FY2022 Results Review
Business Update - Shimano - Thesis Tracking, FY2022 Results Review
SWI Pick #3 - 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