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
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
Pax Global - 2nd Largest Payment Terminal Producer Trading Cheaply, But Questions Remain
Sleep Well Investments Portfolio
Floor and Decor: Q2'23 Thesis Tracking - Gaining Market Share Despite Further Sales Decline
A Monopoly In The Medical Device Market
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
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