Sleep Well Investments
Trung Nguyen @SWISleep Well Portfolio of anti-fragile and time-tested businesses
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 182 | Founded | 5 years ago | Last Issue | 16 days ago |
| Active | |||||
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sleepwellinvestments.comLatest Issues
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...
Sleep Well Portfolio (Mar 2026) - Busy month of buying depressed 'AI Immune' businesses, #24 Pick Coming
Six losers out of 12 holdings; Cut the most disrupted by AI. Bought three 'AI Immune' picks: SWI: 9% vs S&P500: 56% since inception. 6 months of underperformance. Excited for 2026.
Sleep Well Portfolio consists of time-tested leaders. We s...
✅ Buy Alert - 2nd Purchase of An AI-proof, Anti-fragile Business
High chance of tripling in size thanks to its enduring business model and anti-fragility against perennial market turbulence (overstated by the market).
Hi, I am Trung. I deep-dive into market leaders that passed my sleep-well checklist. I...
✅ Buying AI Beneficiaries and Selling One AI-disrupted Business
Staying the course during market uncertainties. Indiscriminate SaaS sell-off provide opportunities to reallocate capital.
If you are new to SWI, check out our FAQ and Owner Manual.
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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