Sitemap - 2025 - Sleep Well Investments
Best Buys and Research List (Dec 2025)
✅ Buy Alert - 3rd Buy, 35% FCF margin <1% attrition business growing at 20%, 10yr low valuation
Wisetech's Unforced Errors, What Now?
Sea Limited (SE) - Sum-of-parts Valuation, Simple to Complex.
Sea Limited Q3'25: Accelerated Profitable Growth, More Investments in Key Moats.
Intellego Q3'25 - Huge Improvement in Reporting, Except One!
Best Buys and Research List (Nov 2025)
SWI #18 - (Q3'25), Royalty Business Growing 29%YoY, 2 full year revenue visibility
Grab Q3'25: Few Less Impressive Prints, Hold.
Mercado Libre (MELI) Q3'25 - Balanced Growth, Investments, Profitability
Kinsale (KNSL) Q3'25 - Competition Persists
A rare public interview of Sea's founder-CEO, Forrest Li
Best Buys and Research List (Oct 2025)
Sleep Well Portfolio (Sep 2025) - 47% annualised return per pick, 2 losers.
✅ Buy Alert - 3rd Buy - Shorts increased their position; I bought more, 9x EBIT
Intellego's no fraud; it's mispriced.
SWI's Framework - Understanding Risk and Taking Risk
Business Update - Intellego stock dived after the 1st Live Event
Business Update - Intellego, Risk Management
📌 Links to all company write-ups in one place
✅ Buy Alert - 2nd Buy - 50% 3yr revenue CAGR platform at 13x earnings
✅ Buy Alert - Buying a 50% 3yr revenue CAGR platform at 15x earnings
SWI Pick #22 - Special Light Technology Platform (A MISTAKE)
Sleep Well Portfolio (Aug 2025) - 50% annualised return per pick, New Pick Preview
Business Update - Mercado Libre Q2'25: Shopee's Success Is Causing Troubles
Business Update - 21st Sleep Well - The Market Doesn't Understand This Vertical SaaS
✅ Buy Alert - Adding to my 20th Pick
Sleep Well Portfolio (Jul 2025) - First drop (Anticipated), 46% annualised return per pick
Business Update - 20th Sleep Well - Q2'25 Results, Likely Adding Shares.
Business Update - VAT Group (VACN.SW) Q2'25 - Shares Nearing Attractive Point
✅ Buy Alert - Adding to My Top Position
SWI's Framework - Buying New Businesses
Sleep Well Portfolio (Jun 2025) - Two new BUY, 61% annualised return per pick
SWI Pick #21 - Mission-critical to Public Safety
SWI's Framework - Averaging Up Stocks That Had Soared
SWI Pick #20 - Boring, Anti-fragile, Near 10 year low Valuation
Sleep Well Portfolio (May 2025) - No Losers, 64% annualised return per pick, New Pick Tomorrow.
Business Update - Wisetech (WTC)'s Step-change Acquisition
Business Update - Mercado Libre (MELI)'s Founder CEO Stepping Down
Business Update - Sea Limited: First Full-Year of GAAP Income
Business Update - Mercado Libre Q1'25: Strong Start, Are Shares Still Cheap To Buy?
Sleep Well Portfolio (Apr 2025) - Perfection, No Losers.
Business Update - Q1'25 Sleep Tracking: A Focus on Tariff, VAT, Kinsale, MIPS AB
Sleep Well Portfolio - SWI outperformed on the way down and up. Still time to add.
✅ Buy Alert - Bought Sea Limited And Ordered A Few Tariff-resistant Businesses
MAG 7 on sale, are you buying?
Sleep Well Portfolio - Tariff Impact Review, Taking Action and Inaction To Fortify Sleep Well
Sleep Well Portfolio (Mar 2025)
✅ Buy Alert - Buying a Key Beneficiary from Higher Tariff Complexities
How Nature Improves Your Investing - Pulak Prasad
SWI Pick #19 - Preserve Your Wealth With This European Centenary Business
Sleep Well Portfolio - Sea of Greens, 16% Outperformance, Future-Proof
Business Update - CrowdStrike's Possible Yellow Card or Opportunity?
✅ Buy Alert - Buying Two US Tariff Resistant Businesses
SWI Pick #18 - Gold Standard of Naval Engineering at 6% FCF Yield & 5% Dividend
Business Update - Veeva System (VEEV) Q4'25: Sticky and Independent
Business Update - Sea Limited FY24 "Evergreen Enterprise"
SWI's Framework - Paying Up for Quality
Sleep Well Portfolio (Feb 2025)
Business Update - WiseTech (WTC) H1'25 CEO and Business Update
✅ 🚫 Buy/Sell Alert - - Buying A Wonderful Business At A Cheaper Price
Business Update - Mercado Libre (MELI) Q4'24 - 25 Year Anniversary of Compounding Investments
Business Update - Grab Q4'24: Profitable Growth and Low Disruption Risk From Robotaxi
Business Update - Kinsale (KNSL) Q4'24 Gross Written Premium Growth Decelerated, A Concern?
Business Update - MIPS Q4'24 - Ambitious Target Pushed to 2029. What Now?
Sleep Well Portfolio (Jan 2025)
Business Update - Grab (GRAB) - Local Competition and Autonomous Driving