Reletter
Artwork for Sleep Well Investments

Sleep Well Investments

Trung Nguyen @SWI

Sleep Well Portfolio of anti-fragile and time-tested businesses

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues178SubscribersRead sleepwellinvestments.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

✅ Buying AI Beneficiaries and Selling One AI-disrupted Business

Staying the course during market uncertainties. Indiscriminate SaaS sell-off provide opportunities to reallocate capital.

7 days ago
15
0
Paid

Sea Limited (SE) Q4'25 - Shopee in Focus, 11 Reasons To Keep Investing

Market competitiveness unchanged, investment priorities / return?

13 days ago
16
1
Paid

Sleep Well Portfolio (Feb 2026) - Software AI risk Assessed

Five losers out of 13 holdings; AI risk assessed, planned to cut the most disrupted. SWI: 17% vs S&P500: 58% since inception. 5 months of underperformance. Excited for 2026.

18 days ago
13
0
Paid

Sleep Well Portfolio - AI Risk Assessment

Can AI create and then run a replica of our 12 businesses? Which one is most at risk or most insulated? Result: I am trimming one and adding to two.

21 days ago
12
0
Paid

Authors

The writers behind this newsletter.

  • Trung Nguyen @SWI

    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.

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