Sleep Well Portfolio of anti-fragile and time-tested businesses
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 198 | Founded | 5 years ago | Last Issue | 2 days ago |
| Active | |||||
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sleepwellinvestments.comLatest Issues
SWI #25 & #26 - Monopoly in Hybrid Bonding (BESI), Monopoly in Lithography (ASML)
Competition risks overblown for Besi. ASML as an excellent a pair investment to sleep extra well at night.
AI is the future.
Sea Limited (SE) Sea Cloud and Monee IPO
Sea’s existing IT infrastructure and the intended applications and target customers mean Sea Cloud is a no-brainer move. Sea is still a startup. We’ll discuss possible risks.
Hi fellow Sea Limited owners,
Sleep Well Portfolio (Sept 2026) - New Pick coming up - SWI#25.
Quiet month as CrowdStrike, Fortinet, Veeva continues to roar since March. Meli and Sea retraced as oil rose but fundamentals remain strong. Five losers out of 13 holdings.
The Sleep Well Portfolio consists of time-tested, market-leading c...
Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.
CrowdStrike, Fortinet, Veeva up nearly 100% since March. Meli and Sea also rallied. Five losers out of 13 holdings; portfolio recovery continues.
The Sleep Well Portfolio consists of time-tested, market-leading companies. We screen them wi...
Wisetech (WTC) Quality turning Special Sits. Governance, e2open, pricing model transition
And, DSV, and signs of AI monetization? Valuation at record low.
Our SaaS basket has mostly rallied back to pre-Iran war and SaaS-pocalypse levels, except one - Wisetech (WTC). I think this is a quality stock turning into a ‘special situat...
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Build a sleep-well portfolio of businesses powered by deep research and disciplined portfolio execution. Suitable for long-term investors.
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