The Sleepwell Strategy
SleepwellAnalyzing companies and sharing big ideas in Music, Consumer, Tech and Experiences. Sharing my journey as an investor in Public and Private markets. Will talk about anything that satisfies my never-ending curiosity.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 5 years ago | Last Issue | a month ago |
| Active | |||||
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sleepwell.substack.comLatest Issues
An Open Letter to Universal Music Group and Pershing Square
The first thing that it’s important to understand about Universal Music Group is that it’s two businesses under one hood: one is an incredible business, the other one is an average business at best.
The back-catalog – especially the deep c...
The Luck Behind The Beatles
On Friday, June 12 1964, the city of Adelaide, Australia stopped functioning. In a city of 667,000 people, over 300,000 of them lined up across the 10-mile route from the airport to the city center to greet The Beatles before two shows at C...
Quick Media Update
This week I joined the Chit Chat Money Podcast to talk about the State of the Music Industry.
It’s been a while since I’ve done a deep dive on this space (which long time readers know I follow closely), so now seemed like a good time to si...
All Hail King
Rolex. What springs to mind when you hear that word? Probably the image of a stainless-steel watch with a black dial and bezel. Maybe a yellow crown with a dark green background. Or perhaps a sense of quality of craftmanship, precision time...
Disclaimer
The opinions expressed are the author’s personally, and are not investment advice. The author and associates actively invest in securities and may have long or short positions in any companies or industries discussed, which are subject to c...
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Authors
The writers behind this newsletter.
Venezuelan. Public and private markets investor. Music, Consumer, Tech and Experiences. Independent artist & engineer. Opinions my own, see disclaimers.
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