Sleep Well Investments

Substack

Articles

88

Companies covered

32

Sectors

6

Countries

6

Research Articles

Grab Q1'26: Profitable Growth, Reasonable Valuation

May 15, 2026

Sleep Well Portfolio (Apr 2026) - #24 Pick Published, Updates on GRAB, SE, WTC, VEEV

May 4, 2026

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

Mar 6, 2026

SWI Pick #23 - Intuitive Surgical (ISRG)

Jan 23, 2026

Sea Limited (SE) - Sum-of-parts Valuation, Simple to Complex.

Nov 17, 2025

Sea Limited Q3'25: Accelerated Profitable Growth, More Investments in Key Moats.

Nov 13, 2025

Intellego Q3'25 - Huge Improvement in Reporting, Except One!

Nov 11, 2025

Grab Q3'25: Few Less Impressive Prints, Hold.

Nov 5, 2025

Sleep Well Portfolio (Oct 2025) - Declines from SE, WTC, SPSC, KNSL & INT, Underperforming S&P500, 3 losers.

Nov 1, 2025

Mercado Libre (MELI) Q3'25 - Balanced Growth, Investments, Profitability

Nov 1, 2025

Kinsale (KNSL) Q3'25 - Competition Persists

Oct 24, 2025

A rare public interview of Sea's founder-CEO, Forrest Li

Oct 16, 2025

Intellego's no fraud; it's mispriced.

Sep 26, 2025

Business Update - Intellego stock dived after the 1st Live Event

Sep 22, 2025

Business Update - Mercado Libre Q2'25: Shopee's Success Is Causing Troubles

Aug 28, 2025

Business Update - Sea Limited (SE) Q2'25: 'The Best Is Yet to Come' - Profitable Growth In All Segments

Aug 16, 2025

Business Update - VAT Group (VACN.SW) Q2'25 - Shares Nearing Attractive Point

Jul 25, 2025

Business Update - Wisetech (WTC)'s Step-change Acquisition

May 26, 2025

Business Update - Mercado Libre (MELI)'s Founder CEO Stepping Down

May 22, 2025

Business Update - Sea Limited: First Full-Year of GAAP Income

May 16, 2025

Business Update - Mercado Libre Q1'25: Strong Start, Are Shares Still Cheap To Buy?

May 13, 2025

Business Update - Grab Q1'25: Strong Operating Leverage, Tariff Resistant, Solid Growth Runway, One Negative

May 6, 2025

Business Update - Q1'25 Sleep Tracking: A Focus on Tariff, VAT, Kinsale, MIPS AB

Apr 29, 2025

✅ Buy Alert - Bought Sea Limited And Ordered A Few Tariff-resistant Businesses

Apr 7, 2025

Business Update - CrowdStrike's Possible Yellow Card or Opportunity?

Mar 17, 2025

Business Update - Veeva System (VEEV) Q4'25: Sticky and Independent

Mar 7, 2025

Business Update - Sea Limited FY24 "Evergreen Enterprise"

Mar 4, 2025

Business Update - WiseTech (WTC) H1'25 CEO and Business Update

Feb 28, 2025

Business Update - Mercado Libre (MELI) Q4'24 - 25 Year Anniversary of Compounding Investments

Feb 23, 2025

Business Update - Grab Q4'24: Profitable Growth and Low Disruption Risk From Robotaxi

Feb 20, 2025

Business Update - Kinsale (KNSL) Q4'24 Gross Written Premium Growth Decelerated, A Concern?

Feb 18, 2025

Business Update - Grab (GRAB) - Local Competition and Autonomous Driving

Jan 31, 2025

Business Update - Veeva System (VEEV) Q3'24 - Migration accelerating

Dec 20, 2024

Business Update - CrowdStrike (CRWD) Q3'25 - Retention Retention

Dec 18, 2024

Business Update - Fortinet (FTNT) Q3'24 - Core Segment Returned To Growth, Record Profitability

Dec 17, 2024

Business Update - Thesis Tracking Q3'24: Floor & Decor, WilScott, Dino Polska

Dec 7, 2024

Business Update - Sea Limited Q3'24 - Self-Sufficient with Reaccelerating Growth

Nov 15, 2024

Business Update - Grab Q3'24: Super App Growing Sustainably

Nov 12, 2024

Business Update - Mercado Libre (MELI) Q3'24 - Double Down on Fintech and Logistics

Nov 8, 2024

Business Update - Thesis Tracking Q3'24 - MIPS, Kinsale, Wisetech, Fortinet + CrowdStrike

Nov 4, 2024

SWI Pick #17 - Grab - A Monopoly with Widening Moats and Clear Growth Runway

Oct 24, 2024

SWI Pick #16 - Mercado Libre (MELI) - The Most Sleep Well Investment of Latin America

Oct 4, 2024

Business Update - CrowdStrike Q2'25 - IT Outage A '1%' Problem, what's next at 60x FCF?

Aug 30, 2024

Business Update - Thesis Tracking Q2'24 - Dino Polska, Wisetech, Fortinet, Kinsale, Sea Ltd

Aug 27, 2024

Business Update - Sea Limited (SE) - Q2'24 review - Building an Evergreen Franchise

Aug 15, 2024

✅ Buy Alert - CrowdStrike's $5.4B IT Outage Damage, Why I am Buying The Fear?

Aug 5, 2024

Business Update - MIPS AB - Up 87%, Q2'24 review, the recovery is here

Jul 23, 2024

✅ 🚫 Buy/Sell Alert - *10th sleep-well ownership* - Adding to Fortinet (FTNT) & CrowdStrike (CRWD), SELL Medistim (MEDI)

Jul 19, 2024

Business Update - Thesis Tracking Q1'24 - Fortinet, CrowdStrike, Veeva, Sea Limited

Jul 17, 2024

Business Update - Q1'24 - WillScot, Floor and Decor, Medistim

Jul 1, 2024

✅ 🚫 Buy/Sell Alert - *9th sleep-well ownership* - Sea Limited (SE), Trimmed CrowdStrike (CRWD)

Jun 12, 2024

SWI Pick #15 - Sea Limited (SE) - Overcoming Sea Change Challenges, Time To Own The Business

Jun 11, 2024

Business Update - Q1'24 - Shimano, MIPS, Thor Industries, Dino Polska

May 27, 2024

✅ Buy Alert - 8th sleep-well ownership - KNSL

May 10, 2024

SWI Pick #14 - Kinsale (KNSL) - Thriving From The Unpredictable

May 9, 2024

SWI Pick #13 - Dino Polska - An Open Book Success in Food Retail

Apr 4, 2024

SWI Pick #12 - Fortinet (FTNT) The Most Sleep Well Investment In Cyber Security [Part 2]

Mar 17, 2024

SWI Pick #12 - Fortinet (FTNT) The Most Sleep Well Investment In Cyber Security [Part 1]

Mar 17, 2024

Business Update - CrowdStrike - Thesis Tracking FY2024, Premium Quality Premium Prices

Mar 7, 2024

Business Update - MIPS AB: Q4-23 Thesis Intact - Clearer Recovery Signs

Feb 9, 2024

Business Update - WillScot Mobile Mini (WSC) - Eliminates The Biggest Risk By Acquiring McGrath For $3.8B

Jan 29, 2024

SWI Pick #10 - Veeva Systems (VEEV) - Overcoming Seven Key Risks, A Sleep-Well Investment? [Part 2]

Dec 11, 2023

SWI Pick #10 - Veeva Systems (VEEV) - A Leader In Life Science With Seven Critical Risks [Part 1]

Dec 8, 2023

Business Update - Medistim: Q3-23 Thesis Tracking - No News Is Good News

Nov 15, 2023

SWI Pick #9 - WillScot Mobile Mini - A Circle Economy Leader [Part 2]

Nov 5, 2023

SWI Pick #9 - WillScot Mobile Mini - A Circle Economy Leader [Part 1]

Nov 4, 2023

✅ Buy Alert - 3rd sleep-well ownership - MIPS

Oct 27, 2023

Business Update - MIPS AB: Q3-23 Thesis Tracking, Higher Chance of Recovery In Q4

Oct 26, 2023

✅ Buy Alert - 1st and 2nd sleep-well ownerships - Floor and Decor & Medistim

Oct 20, 2023

SWI Pick #8 - NVR - A Homebuilding Black Sheep To Own In Downturns

Oct 16, 2023

Pax Global - 2nd Largest Payment Terminal Producer Trading Cheaply, But Questions Remain

Oct 3, 2023

Business Update - CrowdStrike: Thesis Tracking - Gaining Market Share, Massive Guidance Upgrade At Fal.Con 2023, A Sleep Well Investment?

Sep 25, 2023

Business Update - Floor and Decor: Q2'23 Thesis Tracking - Gaining Market Share Despite Further Sales Decline

Sep 14, 2023

Business Update - MIPS AB: Q2-23 Thesis Tracking, Expected Soft Demand, Recovery in Q4

Jul 20, 2023

SWI Pick #6 - Thor Industries - RV Monopoly At The Right Price

Jun 7, 2023

Business Update - Floor and Decor: Q1'23 Results Review - Out Performance Continues

May 23, 2023

Business Update - MIPS AB: Q1-23 Results, Soft Demand Until Q2, Recovery in H2 Expected

Apr 27, 2023

SWI Pick #5 - MIPS AB – Helmet Safety Monopoly with No Worthy Rivals

Apr 5, 2023

Business Update - Floor and Decor - Thesis Tracking, Valuation Update, FY2022 Results Review

Feb 24, 2023

SWI Pick #4 - Floor and Decor - Future Home Improvement Monopoly With Compelling Reinvestment Economics At An Attractive Price

Feb 23, 2023

Business Update - Shimano - Thesis Tracking, FY2022 Results Review

Feb 16, 2023

SWI Pick #3 - Shimano - Under-appreciated Bike Component Monopoly At An Attractive Price

Jan 23, 2023

Persimmon (PSN.L) - A Resilient Business At An Attractive Price But Not A Sleep Well Investment

Jan 18, 2023

SWI Pick #2 - VAT Group - Hidden Vacuum Valve Monopoly At The Right Price

Jul 26, 2022

Okta's Vision For The Next Decade

Jul 25, 2021

SWI Pick #1 - CrowdStrike - End-point Cloud Security Leader With Widening Moat

May 25, 2021

The Trade Desk - The Winner Of Google's Cookieless World

May 25, 2021

Business Update - CrowdStrike - Outstanding Q2'21 Results, Another Step Closer To Become The Leader In Cybersecurity

Sep 3, 2020