Sitemap - 2024 - Sleep Well Investments
MIPS AB - Up 87%, Q2'24 review, the recovery is here
*10th sleep-well ownership* - Adding to Fortinet (FTNT) & CrowdStrike (CRWD), SELL Medistim (MEDI)
Thesis Tracking Q1'24 - Fortinet, CrowdStrike, Veeva, Sea Limited
Thesis Tracking Q1'24 - WillScot, Floor and Decor, Medistim
*9th sleep-well ownership* - Sea Limited (SE), Trimmed CrowdStrike (CRWD)
Sea Limited (SE) - Overcoming Sea Change Challenges, Time To Own The Business
Thesis Tracking Q1'24 - Shimano, MIPS, Thor Industries, Dino Polska
*8th sleep-well ownership* - KNSL
Kinsale (KNSL) - Thriving From The Unpredictable
*6th sleep-well ownership* - Dino Polska
Dino Polska - An Open Book Success in Food Retail
Fortinet (FTNT) The Most Sleep Well Investment In Cyber Security [Part 2]
Fortinet (FTNT) The Most Sleep Well Investment In Cyber Security [Part 1]
CrowdStrike - Thesis Tracking FY2024, Premium Quality Premium Prices
MIPS AB: Q4-23 Thesis Intact - Clearer Recovery Signs
WillScot Mobile Mini (WSC) - Eliminates The Biggest Risk By Acquiring McGrath For $3.8B