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5th *Live Trade Alert*
Characteristics of the Sleep Well Portfolio and the reasons behind the fifth BUY
Mar 18
•
Trung Nguyen @SWIs
6
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5th *Live Trade Alert*
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A Sleep Well Investment In Network Security [Part 2]
Sleep well ingredients, risks, valuation, sleep well scorecard, what to track.
Mar 17
•
Trung Nguyen @SWIs
5
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A Sleep Well Investment In Network Security [Part 2]
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A Sleep Well Investment In Network 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…
Mar 17
•
Trung Nguyen @SWIs
8
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A Sleep Well Investment In Network Security [Part 1]
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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?
Mar 7
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Trung Nguyen @SWIs
13
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CrowdStrike - Thesis Tracking FY2024, Premium Quality Premium Prices
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February 2024
🗝 The Key To Sleep Well
A directory of all sleep well content - to be updated each month.
Feb 29
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Trung Nguyen @SWIs
12
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🗝 The Key To Sleep Well
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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.
Feb 9
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Trung Nguyen @SWIs
7
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MIPS AB: Q4-23 Thesis Intact - Clearer Recovery Signs
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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?
Jan 29
•
Trung Nguyen @SWIs
8
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WillScot Mobile Mini (WSC) - Eliminates The Biggest Risk By Acquiring McGrath For $3.8B
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A Leader In Logistics Cloud Software [Part 2]
Risks - disruption, premium valuation, what to track, Sleep Well Scorecard
Jan 27
•
Trung Nguyen @SWIs
6
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A Leader In Logistics Cloud Software [Part 2]
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A Leader In Logistics Cloud Software [Part 1]
$10B+ market cap, 48% FCF CAGR, 34% TSR CAGR, one of its kind, abundant expansion opportunities
Jan 26
•
Trung Nguyen @SWIs
12
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A Leader In Logistics Cloud Software [Part 1]
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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
Dec 28, 2023
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Trung Nguyen @SWIs
24
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🎯 2023 Sleep Well Portfolio Review - 100% win-rate 🎯
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10 Serial Acquirers To Fortify Your Portfolio
Why are serial acquirers attractive investments, how to identify them, and 10 you should know.
Dec 20, 2023
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Trung Nguyen @SWIs
27
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10 Serial Acquirers To Fortify Your Portfolio
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Deck the Halls with Investment Ideas
A Christmas Collaboration from Seven Investors
Published on Hourglass Investing
•
Dec 17, 2023
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