Reletter
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Sleep Well Investments

Trung Nguyen @SWI
Tens of paid subscribers

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

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues192Founded5 years agoLast Issue14 days ago
Active

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sleepwellinvestments.com
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Latest Issues

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...

14 days ago
8
Paid

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...

15 days ago
17

Mercado Libre (MELI) Q2'26 Business Update - Credit Issue?

Pago expanding like wildfire but at what cost? The appearance of 'ecosystemic users'.

Meli and Sea Limited are 20%+ positions of my PA and the Sleep Well Portfolio. No shares have been sold since I first bought both in 2020. This is an ana...

16 days ago
18
Paid

Grab Q2'2026 Business Update - Preparing for AV

Future of Autonomous Vehicles is coming, Groceries now ~25% of Deliveries, Advertising accelerated, Fintech growing 100% YoY. 14x EV/Adj. EBITDA

Hi everyone,

22 days ago
9
Paid

Sleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.

AI-insulated positioned rallied. Five losers out of 13 holdings; portfolio recovery continues.

The Sleep Well Portfolio consists of time-tested, market-leading companies. We screen them with a rigorous checklist and regularly track their t...

a month ago
17
Paid

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  • Trung Nguyen @SWI

    Build a sleep-well portfolio of businesses powered by deep research and disciplined portfolio execution. Suitable for long-term investors.

  • Frequently Asked Questions

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