Sleep Well Portfolio of anti-fragile and time-tested businesses
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 195 | Founded | 5 years ago | Last Issue | 17 days ago |
| Active | |||||
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sleepwellinvestments.comLatest Issues
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...
Pro Medicus (PME.AX) FY2026 review - AI gatekeeper
Steady 25% profit growth despite FX headwinds, EBIT margin 74%, backlog grew 41%. AI playbook is slowly revealing why I call the company a digital imaging toll-bridge.
Pro Medicus (PME.AX)’s 70xPE and150x free cash flow valuation is on par...
Cellebrite (CLBT) Q2'26 - Execution wobble, Forecast question mark
After a year of owning shares and listening to the same 'federal unit' elongated sales excuse, I am putting management on the spot.
I have held a position at Cellebrite since June 2025, knowing there would be a change in CEO at some point...
Sea Limited (SE) Q2'26 - Profitable growth, shares up 70% from lows
Enjoy this FREE review of Sea Limited recent reversal! And at the end of the writeup I have a special gift for you.
The Sleep Well Portfolio consists of time-tested, market-leading companies. We screen them with a rigorous checklist...
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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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