Sleep Well Investments
Trung Nguyen @SWIsDeep dives into time-tested businesses with high reinvestment potential
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 56 | Subscribers | Read | sleepwellinvestments.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Kinsale (KNSL) - Thriving From The Unpredictable
Leader in E&S insurance submarket with defensible advantages to thrive in adversity
*7th sleep-well ownership*
We are buying this unique business with products yielding 25%+ IRR over a 30yr asset life span, counter-cyclical capex and working capital, management proactive on value creation.
*6th sleep-well ownership* - Dino Polska
Building a Sleep Well Portfolio and the reasons behind buying a this exceptional Polish food retailer
Dino Polska - An Open Book Success in Food Retail
Part Alimentation Couche-Tard (ATD) part Walmart (WMT) with clear expansion like Floor and Decor (FND)
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Authors
The writers behind this newsletter.
You deserve to own a portfolio of anti-fragile and time-tested businesses that allow you to sleep well. Join me at [email protected]
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