Forward GuidanceForward GuidanceEquity MatesEquity MatesFinChatFoundersFoundersAmibrokerCompound & FireKoyfinTradingviewBeyondSPXBejaminAIChit Chat StocksChit Chat StocksBaFin - Managers' transactionsAsian Dividend StocksAsian Dividend StocksCapital AllocatorsCapital AllocatorsBest Anchor StocksAtom FinanceBamSECAlluvialAlluvialRhinoInsightRhinoInsightFinPodFinPodCapital CyclistsCapital Cyclists41investments41investmentsFresh InvestFresh InvestAlphaSenseBusiness BreakdownsBusiness BreakdownsBehind the Balance SheetBehind the Balance SheetThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBase Hit InvestingAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat InvestmentsForward GuidanceForward GuidanceEquity MatesEquity MatesFinChatFoundersFoundersAmibrokerCompound & FireKoyfinTradingviewBeyondSPXBejaminAIChit Chat StocksChit Chat StocksBaFin - Managers' transactionsAsian Dividend StocksAsian Dividend StocksCapital AllocatorsCapital AllocatorsBest Anchor StocksAtom FinanceBamSECAlluvialAlluvialRhinoInsightRhinoInsightFinPodFinPodCapital CyclistsCapital Cyclists41investments41investmentsFresh InvestFresh InvestAlphaSenseBusiness BreakdownsBusiness BreakdownsBehind the Balance SheetBehind the Balance SheetThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBase Hit InvestingAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat InvestmentsForward GuidanceForward GuidanceEquity MatesEquity MatesFinChatFoundersFoundersAmibrokerCompound & FireKoyfinTradingviewBeyondSPXBejaminAIChit Chat StocksChit Chat StocksBaFin - Managers' transactionsAsian Dividend StocksAsian Dividend StocksCapital AllocatorsCapital AllocatorsBest Anchor StocksAtom FinanceBamSECAlluvialAlluvialRhinoInsightRhinoInsightFinPodFinPodCapital CyclistsCapital Cyclists41investments41investmentsFresh InvestFresh InvestAlphaSenseBusiness BreakdownsBusiness BreakdownsBehind the Balance SheetBehind the Balance SheetThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBase Hit InvestingAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat Investments

Sleep Well Investments

Substack

Articles

90

Companies covered

29

Sectors

7

Countries

10

Research Articles

I Didn't Know Then. I Know Now. — ISRG & PME.AX

Jun 24, 2026

Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?

Jun 5, 2026

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

Chit Chat StocksChit Chat StocksRhinoInsightRhinoInsightTradingviewFinChatBenzingaHeavy Moat InvestmentsHeavy Moat InvestmentsCapital AllocatorsCapital AllocatorsAsian Dividend StocksAsian Dividend StocksAlphaSenseKoyfinBest Anchor StocksFresh InvestFresh InvestBeehiivBehind the Balance SheetBehind the Balance SheetAsian Century StocksAsian Century StocksFoundersFoundersCapital Employed FMCapital Employed FMAmibrokerBaFin - Managers' transactionsAlluvialAlluvial41investments41investmentsFinPodFinPodEquity MatesEquity MatesThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBejaminAIAtom FinanceForward GuidanceForward GuidanceAlessandro (Macro Strategist)Alessandro (Macro Strategist)BamSECBeyondSPXChit Chat StocksChit Chat StocksRhinoInsightRhinoInsightTradingviewFinChatBenzingaHeavy Moat InvestmentsHeavy Moat InvestmentsCapital AllocatorsCapital AllocatorsAsian Dividend StocksAsian Dividend StocksAlphaSenseKoyfinBest Anchor StocksFresh InvestFresh InvestBeehiivBehind the Balance SheetBehind the Balance SheetAsian Century StocksAsian Century StocksFoundersFoundersCapital Employed FMCapital Employed FMAmibrokerBaFin - Managers' transactionsAlluvialAlluvial41investments41investmentsFinPodFinPodEquity MatesEquity MatesThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBejaminAIAtom FinanceForward GuidanceForward GuidanceAlessandro (Macro Strategist)Alessandro (Macro Strategist)BamSECBeyondSPXChit Chat StocksChit Chat StocksRhinoInsightRhinoInsightTradingviewFinChatBenzingaHeavy Moat InvestmentsHeavy Moat InvestmentsCapital AllocatorsCapital AllocatorsAsian Dividend StocksAsian Dividend StocksAlphaSenseKoyfinBest Anchor StocksFresh InvestFresh InvestBeehiivBehind the Balance SheetBehind the Balance SheetAsian Century StocksAsian Century StocksFoundersFoundersCapital Employed FMCapital Employed FMAmibrokerBaFin - Managers' transactionsAlluvialAlluvial41investments41investmentsFinPodFinPodEquity MatesEquity MatesThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBejaminAIAtom FinanceForward GuidanceForward GuidanceAlessandro (Macro Strategist)Alessandro (Macro Strategist)BamSECBeyondSPX