Sleep Well Investments
Trung Nguyen @SWISleep Well Portfolio of anti-fragile and time-tested businesses
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 174 | Subscribers | Read | sleepwellinvestments.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Best Buys and Research List (Feb 2026)
Opportunities to add / trim / research
Sleep Well Portfolio (Jan 2026) - Software Under Threat?
Sleep Well Portfolio consists of time-tested leaders. We screen them using a rigorous checklist and track their theses regularly to determine when to buy. So far, we have made one mistake, three losers, and 21 out of 36 transactions have be...
SWI Pick #23 - Intuitive Surgical (ISRG)
Wide and deep moats, from early lock-ins to an integrated ecosystem of hardware, software, and data.
✅ Buy Alert - 2nd Buy, Public Safety SaaS Platform 4% Free cash flow yield for 20% CAGR 4yr Forward Growth
20% organic growth + x% from new found M&A allocation. No debts, 30% free cash flow margin. Thrive in a fragile world.
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Authors
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Learn how to build your own sleep-well portfolio of stocks powered by deep research and disciplined portfolio execution. Outperform the market without taking high risk.
Frequently Asked Questions
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