Sitemap - 2024 - Sleep Well Investments
🎯 2024 Sleep Well Portfolio Review - 92% win-rate 🎯
Veeva System (VEEV) Q3'24 - Migration accelerating
CrowdStrike (CRWD) Q3'25 - Retention Retention
Fortinet (FTNT) Q3'24 - Core Segment Returned To Growth, Record Profitability
Thesis Tracking Q3'24: Floor & Decor, WilScott, Dino Polska
Sleep Well Portfolio Nov 2024 Update
Sea Limited Q3'24 - Self-Sufficient with Reaccelerating Growth
Grab Q3'24: Super App Growing Sustainably
Mercado Libre (MELI) Q3'24 - Double Down on Fintech and Logistics
Thesis Tracking Q3'24 - MIPS, Kinsale, Wisetech, Fortinet + CrowdStrike
Sleep Well Portfolio Oct 2024 Update
Buying this Cash Rich and Generative Monopoly at 25x FCF
Grab - A Monopoly with Widening Moats and Clear Growth Runway
Buying An Anti-fragile Business
Sleep Well Portfolio Sept 2024 Update
Mercado Libre (MELI) - The Most Sleep Well Investment of Latin America
5 Timeless Lessons From Terry Smith
Sleep Well Portfolio Aug 2024 Update
CrowdStrike Q2'25 - IT Outage A '1%' Problem, what's next at 60x FCF?
Thesis Tracking Q2'24 - Dino Polska, Wisetech, Fortinet, Kinsale, Sea Ltd
Sea Limited (SE) - Q2'24 review - Building an Evergreen Franchise
CrowdStrike's $5.4B IT Outage Damage, Why I am Buying The Fear?
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
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