Sleep Well Investments

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*6th sleep-well ownership* - Dino Polska
Building a Sleep Well Portfolio and the reasons behind buying a this exceptional Polish food retailer
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Trung Nguyen @SWIs
Dino Polska - An Open Book Success in Food Retail
Part Alimentation Couche-Tard (ATD) part Walmart (WMT) with clear expansion like Floor and Decor (FND)
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Trung Nguyen @SWIs
1

March 2024

*5th sleep-well ownership*
Characteristics of the Sleep Well Portfolio and the reasons behind the fifth BUY
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Trung Nguyen @SWIs
Fortinet (FTNT) The Most Sleep Well Investment In Cyber Security [Part 2]
Sleep well ingredients, risks, valuation, sleep well scorecard, what to track.
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Trung Nguyen @SWIs
Fortinet (FTNT) The Most Sleep Well Investment In Cyber Security [Part 1]
Leveraging a leadership position in networking security to grow into adjacent markets, promises a 15%+ forward growth for the next 5 years, and trading…
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Trung Nguyen @SWIs
2
CrowdStrike - Thesis Tracking FY2024, Premium Quality Premium Prices
CrowdStrike continues winning large deals and market shares vs. OS vendors, platforms and point-based solutions. Why?
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Trung Nguyen @SWIs
1

February 2024

🗝 The Key To Sleep Well
A directory of all sleep well content - to be updated each month.
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Trung Nguyen @SWIs
MIPS AB: Q4-23 Thesis Intact - Clearer Recovery Signs
MIPS sales decline decelerated, margins stabilized. Long-term thesis intact and I may add more shares.
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Trung Nguyen @SWIs

January 2024

WillScot Mobile Mini (WSC) - Eliminates The Biggest Risk By Acquiring McGrath For $3.8B
Cementing market dominance, financial implications, intangible benefits, good time to buy?
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Trung Nguyen @SWIs
A Leader In Logistics Cloud Software [Part 2]
Risks - disruption, premium valuation, what to track, Sleep Well Scorecard
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Trung Nguyen @SWIs
A Leader In Logistics Cloud Software [Part 1]
$10B+ market cap, 48% FCF CAGR, 34% TSR CAGR, one of its kind, abundant expansion opportunities
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Trung Nguyen @SWIs
4

December 2023

🎯 2023 Sleep Well Portfolio Review - 100% win-rate 🎯
12 institutional-grade research, 9 follow-up reports, 4 stocks BUY alerts, 100% win rate, and plans for 2024
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Trung Nguyen @SWIs
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