Sitemap - 2024 - Sleep Well Investments
🎯 2024 Sleep Well Portfolio Review - 92% win-rate 🎯
Business Update - Veeva System (VEEV) Q3'24 - Migration accelerating
Business Update - CrowdStrike (CRWD) Q3'25 - Retention Retention
Business Update - Fortinet (FTNT) Q3'24 - Core Segment Returned To Growth, Record Profitability
Business Update - Thesis Tracking Q3'24: Floor & Decor, WilScott, Dino Polska
Sleep Well Portfolio (Nov 2024)
Business Update - Sea Limited Q3'24 - Self-Sufficient with Reaccelerating Growth
Business Update - Grab Q3'24: Super App Growing Sustainably
Business Update - Mercado Libre (MELI) Q3'24 - Double Down on Fintech and Logistics
Business Update - Thesis Tracking Q3'24 - MIPS, Kinsale, Wisetech, Fortinet + CrowdStrike
Sleep Well Portfolio (Oct 2024)
✅ 🚫 Buy/Sell Alert - Buying this Cash Rich and Generative Monopoly at 25x FCF
SWI Pick #17 - Grab - A Monopoly with Widening Moats and Clear Growth Runway
✅ Buy Alert -Buying An Anti-fragile Business
Sleep Well Portfolio (Sept 2024)
SWI Pick #16 - Mercado Libre (MELI) - The Most Sleep Well Investment of Latin America
5 Timeless Lessons From Terry Smith
Sleep Well Portfolio (Aug 2024)
Business Update - CrowdStrike Q2'25 - IT Outage A '1%' Problem, what's next at 60x FCF?
Business Update - Thesis Tracking Q2'24 - Dino Polska, Wisetech, Fortinet, Kinsale, Sea Ltd
Business Update - Sea Limited (SE) - Q2'24 review - Building an Evergreen Franchise
✅ Buy Alert - CrowdStrike's $5.4B IT Outage Damage, Why I am Buying The Fear?
Business Update - MIPS AB - Up 87%, Q2'24 review, the recovery is here
Business Update - Thesis Tracking Q1'24 - Fortinet, CrowdStrike, Veeva, Sea Limited
Business Update - Q1'24 - WillScot, Floor and Decor, Medistim
✅ 🚫 Buy/Sell Alert - *9th sleep-well ownership* - Sea Limited (SE), Trimmed CrowdStrike (CRWD)
SWI Pick #15 - Sea Limited (SE) - Overcoming Sea Change Challenges, Time To Own The Business
Business Update - Q1'24 - Shimano, MIPS, Thor Industries, Dino Polska
✅ Buy Alert - 8th sleep-well ownership - KNSL
SWI Pick #14 - Kinsale (KNSL) - Thriving From The Unpredictable
✅ Buy Alert - 7th sleep-well ownership
✅ Buy Alert - 6th sleep-well ownership
SWI Pick #13 - Dino Polska - An Open Book Success in Food Retail
✅ Buy Alert - 5th sleep-well ownership
SWI Pick #12 - Fortinet (FTNT) The Most Sleep Well Investment In Cyber Security [Part 2]
SWI Pick #12 - Fortinet (FTNT) The Most Sleep Well Investment In Cyber Security [Part 1]
Business Update - CrowdStrike - Thesis Tracking FY2024, Premium Quality Premium Prices
Business Update - MIPS AB: Q4-23 Thesis Intact - Clearer Recovery Signs
SWI Pick #11 - A Leader In Logistics Cloud Software [Part 2]
SWI Pick #11 - A Leader In Logistics Cloud Software [Part 1]