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 | 11 | Founded | 5 years ago | Last Issue | 3 years ago |
| Active | |||||
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sleepwell.substack.comLatest Issues
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...
A Duel of Capital Allocators & The Perils of Investing Heroes
5 minute read
Last week I made a wild accusation:
I realize this is a controversial comment, as is anything that involves comparing someone to Buffett. And that was kind of the point, I knew some people would be ticked off by this (sorry!...
Spotify Finds A Way into Audiobooks
In 2019, Spotify announced it was changing its strategy from being a music streaming company to an audio platform. In a letter, CEO and Founder Daniel Ek said:
“What I didn’t know when we launched to consumers in 2008 was that audio — no...
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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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