Sleep Well Investments
Trung Nguyen @SWISleep Well Portfolio of anti-fragile and time-tested businesses
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 185 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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sleepwellinvestments.comLatest Issues
Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?
The market evaluates these businesses by the quarter. I see a differentiated market entry and early outcome. But can both co-exist profitably?
Sleep Well Portfolio consists of time-tested leaders. We screen them using a rigorous checklist...
Sleep Well Portfolio (May 2026) - Software is back? 8% portfolio rebound in a day
Lead by CRWD: up 283% FTNT: up 154% other recent buys bounced. Five losers out of 12 holdings; 8 months of decline coming to an end.
Sleep Well Portfolio consists of time-tested leaders. We screen them using a rigorous checklist and track...
Grab Q1'26: Profitable Growth, Reasonable Valuation
Despite the fuel crisis, commission cap, business did well across the board.
GRAB, a position acquired in October 2024, reported very good Q1’26. We see a clear sign of operating leverage as the ‘land and expand’ strategy continues.
Sleep Well Portfolio (Apr 2026) - #24 Pick Published, Updates on GRAB, SE, WTC, VEEV
Seven losers out of 12 holdings; Buy order placed for 2 beaten down AI-immuned businesses. 7 months of underperformance. Updates on GRAB, SE, WTC, VEEV
Sleep Well Portfolio consists of time-tested leaders. We screen them using a rigorous c...
SWI Pick #24: Digital Medical Toll Bridge, AI-Resilient
100% retention over nearly 2 decades, AI is a tailwind.
Investing is simple - ‘buy quality and verify quality,’ but incredibly hard to execute. SWI has enjoyed a very good two and a half years, until one mistake and an AI-induced SaaS mult...
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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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