@SleepWellTrung Avatar @SleepWellTrung Sleep Well Investments

Sleep Well Investments posts on X about $se, $intst, $meli, $wtc the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 40% finance 26% technology brands 19% cryptocurrencies 8% social networks 6% countries 4% automotive brands 1%

Social topic influence $se 25%, $intst 12%, $meli 12%, $wtc 10%, sea limited 9%, sea 9%, $mips 9%, $crwd 8%, $int 8%, $smnny 8%

Top accounts mentioned or mentioned by @simeonresearch @thezackzhu @hedgeyetech @mikefritzell @bentan @grok @investacus @magapatriot @regulatedlegacy @jakob83938709 @skrr31788273 @mercadolibre @eyalweiss @psyopcapital @chivarse @ecommerceking @gabgrowth @hariseldomright @dtfcapital @northernbear85

Top assets mentioned Sea Limited (SE) MercadoLibre Inc (MELI) Crowdstrike Holdings Inc (CRWD) Fortinet Inc (FTNT) Grab Holdings Limited Class A Ordinary Shares (GRAB) Ocular Therapeutix, Inc. (OCUL) Kinsale Capital Group, Inc. (KNSL) Veeva Systems, Inc. (VEEV) Floor & Decor Holdings, Inc. (FND) NVR, Inc. (NVR) WillScot Mobile Mini Holdings, Corp. (WSC) Intuitive Surgical, Inc. (ISRG) Coupang, Inc. (CPNG) Amazon.com, Inc. (AMZN) Tiktok Coin (TIKTOK) Block, Inc. (XYZ) PayPal Holdings Inc (PYPL) Electronic Arts Inc. (EA) NuCypher (NU) DNP Select Income Fund Inc. (DNP) Fox Factory Holding Corp. Common Stock (FOXF) Axon Enterprise, Inc. (AXON) Monolithic Power Systems, Inc. (MPWR) Trade Desk, Inc. (TTD) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)

Top Social Posts

Top posts by engagements in the last [--] hours

"Goodbye [----] what a year Humbling but excited for [----] and beyond. I talk about my mistakes and plans to improve. Onwards and upwards. Company discussed: $SE Sea Limited $INT.ST Intellego $WTC Wisetech and $CRWD CrowdStrike"
X Link 2026-01-02T11:14Z [----] followers, [----] engagements

"10 cheap quality stocks [--]. Evolution Gaming $EVO.ST [--]. Teqnion $TEQ [--]. Monolithic Power Systems $MPWR [--]. The trade desk $TTD [--]. Axon $AXON [--]. Subaru $FUJHY [--]. Groupo Mexican Airports $OMAB [--]. Sea Limited $SE [--]. Mercardo Libre $MELI [--]. Wisetech $WTC Did you buy anything during the last [--] weeks' promotion *caveats: some are cheap by price and some are cheap relative to the quality. https://twitter.com/i/web/status/1901640292324819236 https://twitter.com/i/web/status/1901640292324819236"
X Link 2025-03-17T14:22Z [----] followers, [----] engagements

"@SimeonResearch_ Have you got a good write-up on $TVK"
X Link 2025-10-28T03:57Z [----] followers, [---] engagements

"Intuitive Surgical $ISRG deep dive is out. My aim is to understand the business like an owner"
X Link 2026-01-23T07:45Z [----] followers, [----] engagements

"Link to deep dive: $ISRG https://www.sleepwellinvestments.com/p/swi-pick-23-intuitive-surgical-isrg https://www.sleepwellinvestments.com/p/swi-pick-23-intuitive-surgical-isrg"
X Link 2026-01-23T07:45Z [----] followers, [---] engagements

"@HedgeyeTech Felix Wang of Hedgeye has a strong track record of shorting Sea Limited $SE on two occasions (December [----] and August 2022). Why is he right this time Sept [----] and Why is he wrong this time I can't wait I have 55% of my PA and 24% of my SW portfolio in Sea Limited and I am taking my head out of the sand to ensure I and my sleep well friends can benefit from it. I'll be listening to Felix's presentation and writing a report about it. Do subscribe to Sleep Well Investments to receive it in your inbox. Just like December [----] already getting plenty of haters on $SE. We're going to"
X Link 2025-09-09T12:34Z [----] followers, [---] engagements

"@HedgeyeTech of Hedgeye has a strong track record of shorting Sea Limited $SE on two occasions (December [----] and August 2022). Why is he right this time Sept [----] Why is he wrong this time I have 55% of my PA and 24% of my SW portfolio in Sea Limited and I am taking my head out of the sand to ensure I and my sleep well friends can benefit from it. Do follow us and subscribe to Sleep Well Investments for a detailed report on Felix's Short Call tomorrow and Thursday. Just like December [----] already getting plenty of haters on $SE. We're going to tear apart the moats from SE (Shopee and"
X Link 2025-09-09T13:19Z [----] followers, [----] engagements

"Last year $CRWD gave us an unbelievable opportunity to add at $205/share. Yesterday we had another (time will tell of course) opportunity. If you guess the name right I'll send you the buy report. Hints next. https://x.com/SleepWellTrung/status/1824050658342756428 In case you missed it my premium sub has enjoyed my rebought alert of $CRWD at $205/share and added $FTNT at $58/share. Please spread the word so more investors can sleep well https://t.co/YQf16gNKSe https://x.com/SleepWellTrung/status/1824050658342756428 In case you missed it my premium sub has enjoyed my rebought alert of $CRWD at"
X Link 2025-09-12T04:05Z [----] followers, [----] engagements

"You can now read all of our deep dives in one place. [--] carefully selected 'sleep well' businesses. [--] made it to the Sleep Well Portfolio (1 loser so far) $CRWD $VAT $MIPS $MEDI $FTNT $VEEV $WTC $SE $MELI $GRAB $GTT $NVR and the recent ones 🔥 i'll reveal at a later date"
X Link 2025-09-12T04:35Z [----] followers, [----] engagements

"One of the seven steps I took to manage risk with my 5% position in Intellego $INT.ST $INT. No this is less likely a Wirecard or Luckin case - there is no evidence of ballooning liabilities nor cash burning. Intellego $INT.ST $INT isn't causing me to lose sleep. Yet. What To Do When Shares Decline https://t.co/jeQXLmb20L Intellego $INT.ST $INT isn't causing me to lose sleep. Yet. What To Do When Shares Decline https://t.co/jeQXLmb20L"
X Link 2025-09-18T03:57Z [----] followers, 15.5K engagements

"$INT.ST $INT I guess when you are scared nothing makes sense anymore lol. Doing nothing today"
X Link 2025-09-23T07:41Z [----] followers, [----] engagements

"I wouldn't mind you using your power to drop $SE a little more SE can use a little breather. $SE has UNDERPERFORMED $QQQ by 7% since our Short pitch. Do investors understand the risks heading into [----] $SE has UNDERPERFORMED $QQQ by 7% since our Short pitch. Do investors understand the risks heading into 2026"
X Link 2025-09-24T09:11Z [----] followers, [----] engagements

"Importantly what is that SEK 407M (SEK 507M less SEK 100M for buyback) credit extension for M&A Inventory for large orders Every Qs we'll know a bit more which is frustrating if you are used to the high-quality standards of comms and disclosure but I hope this will come with the new CFO"
X Link 2025-10-03T02:27Z [----] followers, [--] engagements

"@Investacus I'm a little conservative though :) the last Swedish company I owned was $MIPS"
X Link 2025-10-10T12:16Z [----] followers, [--] engagements

"$SE rare interview with CEO Forest Li $SE just found out really rare interview with CEO Forrest Li on Youtube. https://t.co/HvD382qiR2 $SE just found out really rare interview with CEO Forrest Li on Youtube. https://t.co/HvD382qiR2"
X Link 2025-10-15T06:57Z [----] followers, [----] engagements

"Link to the interview: Link to the article: https://www.sleepwellinvestments.com/p/sea-limited-ceos-identity https://youtu.be/6FTdUO8D20o https://www.sleepwellinvestments.com/p/sea-limited-ceos-identity https://youtu.be/6FTdUO8D20o"
X Link 2025-10-16T08:22Z [----] followers, [---] engagements

"@_MAGA_Patriot @RegulatedLegacy I summarized the interview here - $SE https://x.com/SleepWellTrung/status/1978738325407125887 $SE Sea Limited's founder and CEO in a rare public interview with Nicolai Tangen CEO of Norway's $2 trillion sovereign wealth fund. They discuss: Seas road to success peerless time horizon talent advantage AI and Forrests personal routines. https://t.co/kpAnqp35rc https://x.com/SleepWellTrung/status/1978738325407125887 $SE Sea Limited's founder and CEO in a rare public interview with Nicolai Tangen CEO of Norway's $2 trillion sovereign wealth fund. They discuss: Seas"
X Link 2025-10-16T08:27Z [----] followers, [---] engagements

"@Jakob83938709 Likely closer to 500msek ebit for [----] :)"
X Link 2025-10-21T15:38Z [----] followers, [---] engagements

"$SE The $1T market cap 'goal' was fed by Nicolai Tangen but Forrest was 'too agreeable' to go along and entertain the idea of AI helping the company get there. I wouldn't get too excited about it as Forrest is a very humble person and wouldn't likely put up that $1T goal on the wall. I'd be happy if he continues to do what he has been doing over the past 2-3 years and not try to 'please' the market before the customers. https://x.com/SleepWellTrung/status/1978738325407125887 Forrest's latest memo echoes his recent podcast interview - belief that the AI platform-shift has created a window of"
X Link 2025-10-22T08:44Z [----] followers, [----] engagements

"Yes in my writeup I summarised the benefits of AI that $SE was already getting. Today AI is already making incremental improvements to Garenas UX and covers 80% of Shopee customers queries. In the future AI will play a key role in creating new revenue streams starting with solving internal problems before being applied to the external market. In fact Shopee was the 6th idea when the company was trying to find ways to allocate Garenas excess cash back in [----]. With direct and frequent contact with consumers in the region Seas AI will again have the most reliable data to train its models"
X Link 2025-10-22T08:59Z [----] followers, [---] engagements

"$CRWD Cut the weeds and water the flowers some smart people say Lucky to have left this one alone since our last purchase in Aug [----] the first Sleep Well Pick is doing its thing"
X Link 2025-10-24T08:13Z [----] followers, [----] engagements

"Kinsale $KNSL a 5% position in the SW portfolio reported steady Q325 but competition persists. Review in the usual place"
X Link 2025-10-24T10:38Z [----] followers, [----] engagements

"@SimeonResearch_ Ah one of Sleep Well's positions :) but only since June. Good business but you are not going to get rich on this one though. $clbt"
X Link 2025-10-24T16:29Z [----] followers, [---] engagements

"Mercado Libre $MELI our 2nd largest position reported Q325 results. Revenue grew 40% the 27th consecutive quarter of growth above 30% YoY. We update market share core KPIs valuation and talked about Argentina OpenAI TikTok and Advertising. Please find it in the usual place Sleep Well Investments"
X Link 2025-11-01T04:25Z [----] followers, [----] engagements

"We underperformed massively in Oct thanks to a drop in our largest position $SE $WTC and a big drop in $INT.ST and $SPSC. But the end goal is to protect and grow wealth over time. The drop this month is temporary and we believe learning from mistakes will get us back on track. https://twitter.com/i/web/status/1984584063311663265 https://twitter.com/i/web/status/1984584063311663265"
X Link 2025-11-01T11:31Z [----] followers, [----] engagements

"@Skrr31788273 Very heavy on $SE $MELI and $WTC so they drove the portfolio vol the most; however I had $INT.ST to help make it worse last month -- a mistake I admitted [--] weeks ago. https://x.com/SleepWellTrung/status/1976558842906603817 $INT.ST $INT is not a sleep-well investment rather a sleep-sht one. I was wrong. Help me improve. Link in bio. https://t.co/Kdihon0mRZ https://x.com/SleepWellTrung/status/1976558842906603817 $INT.ST $INT is not a sleep-well investment rather a sleep-sht one. I was wrong. Help me improve. Link in bio. https://t.co/Kdihon0mRZ"
X Link 2025-11-02T06:14Z [----] followers, [---] engagements

"$MELI not only growth but also the commitment to extend it while still printing out cash. @Mercadolibre is the only public company in the world (out of +83000 public companies) to grow more than [--] consecutive quarters in a row at a yearly rate greater than 30%. Currently [--] consecutive quarters. @Mercadolibre es la nica compaa en el mundo (de [--] mil empresas https://t.co/gVeCFPtu59 @Mercadolibre is the only public company in the world (out of +83000 public companies) to grow more than [--] consecutive quarters in a row at a yearly rate greater than 30%. Currently [--] consecutive quarters."
X Link 2025-11-02T07:23Z [----] followers, [----] engagements

"@MikeFritzell Yeah could be but McDonald's/Burger King or Western fast food is essentially a novelty in VN. ie. very unsuccessful. I'm biased though my first is fully vaccinated. second: zero. And a massive difference in immunity response"
X Link 2025-11-04T04:32Z [----] followers, [---] engagements

"@MikeFritzell Very difficult to find resources in Vietnam on both sides of vaccines/antibiotics/medicines in general. Pharma works hand in hand with the government and is very well incentivised to push as many quick fixes / medical interventions as possible. but yes this is very personal"
X Link 2025-11-04T06:30Z [----] followers, [--] engagements

"$GRAB Q3'25 was good but felt red hot into the earnings and a few underlying growth and drivers are not as strong as I thought. Dis: Holding a good amount of shares here. 10% portfolio I see a lot of pumping for $GRAB everywhere I look.I am happy to share that our shares are now nearly 70% higher since our deep dive and purchase but be aware of the stock's volatility even if your grandma knows the stock. https://t.co/iGIbsKLofs I see a lot of pumping for $GRAB everywhere I look.I am happy to share that our shares are now nearly 70% higher since our deep dive and purchase but be aware of the"
X Link 2025-11-04T06:56Z [----] followers, [----] engagements

"@Eyal__Weiss Executing well but it is competing with my other holding - $SE and has a pretty hard act to keep drivers happy"
X Link 2025-11-04T08:38Z [----] followers, [---] engagements

"$GRAB a position acquired in October [----] reported good Q3'25 but it came with four blemishes that I discuss in detail. No sugarcoating this now-popular pick. On Q325. I invite you to skim the overall headlines (Q325 presentation) I wont discuss the obvious. Then focus on: [--]. Drivers and customers incentives [--]. Financial services growth is not so remarkable [--]. $4.8B cash position $250M wasted. [--]. Velocity of product release and advertisings growth. Then well revisitwhy Sleep Well owns Graband whether a 24x free cash flow valuation is attractive/unattractive for the Sleep Well Portfolio. I see"
X Link 2025-11-05T12:01Z [----] followers, [----] engagements

"I regret not adding to this royalty business despite recommending it on the Best Buy list for three months straight Mistake of omission"
X Link 2025-11-06T12:35Z [----] followers, [---] engagements

"With $CSU.TO $CSU at a historic 35% drawdown.I feel less bad about my portfolio now. 20x FCF with likely 10-15% FCF mid-term growth. A good opportunity"
X Link 2025-11-08T05:13Z [----] followers, [----] engagements

"Intellego $INT.ST $INT Q3'25 report review. Hopefully I understood the EKN backing and Moveomed's deal correctly. --- Financial goal for [----] to SEK 2B in net revenue and SEK 1B in EBIT. Should Intellego utilize the full financing available through the Heights agreement the company believes its financial goal is to reach up to SEK 7.2B in annual revenue within the next three years with a connected EBIT of SEK 3.6B and still have plenty of funds from the investment in the bank. --- And Claes is fairly incentivized to make this work here"
X Link 2025-11-11T07:30Z [----] followers, 12K engagements

"@SimeonResearch_ Well done but I thought you even bought more at sek [---] Then some more as it dropped Hmm. well done for getting out after shares ofc dropped further"
X Link 2025-11-11T15:40Z [----] followers, [---] engagements

"$INT.ST $INT well done Intellego $INT.ST $INT Q3'25 report review. Hopefully I understood the EKN backing and Moveomed's deal correctly. --- Financial goal for [----] to SEK 2B in net revenue and SEK 1B in EBIT. Should Intellego utilize the full financing available through the Heights agreement the https://t.co/7mBMEDzq6D Intellego $INT.ST $INT Q3'25 report review. Hopefully I understood the EKN backing and Moveomed's deal correctly. --- Financial goal for [----] to SEK 2B in net revenue and SEK 1B in EBIT. Should Intellego utilize the full financing available through the Heights agreement the"
X Link 2025-11-12T07:42Z [----] followers, [----] engagements

"Read here: https://www.sleepwellinvestments.com/p/sea-limited-se-sum-of-parts-valuation https://www.sleepwellinvestments.com/p/sea-limited-se-sum-of-parts-valuation"
X Link 2025-11-17T05:01Z [----] followers, [---] engagements

"$INT.ST $INT that closes my fairy tale story with the company. Expensive lessons tattooed. Moving on"
X Link 2025-11-18T12:05Z [----] followers, 14.9K engagements

"No one doing a group class action then pls fill me in $INT.ST $INT"
X Link 2025-11-18T12:28Z [----] followers, [----] engagements

"@psyopcapital Probably right but I also won multiple times more in $SE $CRWD and went through -70% decline during [----]. $INT.ST is my first big loss and will be the last (hopefully)"
X Link 2025-11-18T16:59Z [----] followers, [----] engagements

"@chivarse Feel free to check out my [--] most recent writing on $SE"
X Link 2025-11-18T17:52Z [----] followers, [---] engagements

"A fresh new day good lessons venturing out of my comfort zone now back to basics. All of our deep dives in one place. [--] carefully selected 'sleep well' businesses. [--] made it to the Sleep Well Portfolio (1 massive mistake so far) $CRWD $VAT $MIPS $MEDI $FTNT $VEEV $WTC $SE $MELI $GRAB $GTT $NVR"
X Link 2025-11-19T02:11Z [----] followers, [----] engagements

"$SE added today thanks Mr. Market. Simple to complex valuation of Sea Limited $SE. Garena vs gaming publishers and developers $EA $NTDOY; Shopee vs 3P and 1P ecom $CPNG $AMZN $MELI $TIKTOK; Monee vs old $XYZ $PYPL and new $NU digital banks' loan portfolios and delinquencies. Dis: 55% of PA and 22% of SWI. https://t.co/A4Ge62Eg9b Simple to complex valuation of Sea Limited $SE. Garena vs gaming publishers and developers $EA $NTDOY; Shopee vs 3P and 1P ecom $CPNG $AMZN $MELI $TIKTOK; Monee vs old $XYZ $PYPL and new $NU digital banks' loan portfolios and delinquencies. Dis: 55% of PA and 22% of"
X Link 2025-11-20T15:15Z [----] followers, [----] engagements

"$WTC getting interesting here"
X Link 2025-11-20T16:42Z [----] followers, [----] engagements

"@the_zack_zhu It's because 3/4 of their last mile delivery is from drop-off lockers. 30% lower costs than other methods. I see the take rate increase as a sign of strength.but I could be wrong ofc"
X Link 2025-11-21T07:47Z [----] followers, [---] engagements

"Thanks for the context; I can definitely imagine it better now given that most people live in high-rise buildings. I remember watching something like this in Singapore or South Korea. Does J&T do well in Taiwan SPX does well in VN here paying good money 2x-3x the average entry jobs but I often see the J&T delivery hub in the same location.I'm interested to see if TikTok Shop will create its own logistic networks in SEA or not"
X Link 2025-11-21T10:08Z [----] followers, [---] engagements

"@e_commerce_king @the_zack_zhu @GabGrowth Cheers SE super bull I am a bull but I am not as bullish as you haha. only 55% of PA and 20% of the Sleep Well Portfolio here.and an owner for over [--] years. (also $MELI for the same time)"
X Link 2025-11-24T01:45Z [----] followers, [---] engagements

"$OCUL likely share price in Q1/2026 ($20-25) and likely buyout offers ($30-40+). Sweet spot for M&A post P3 positive readout and pre-drug approval. So why is $OCUL submitting an early NDA. (Why Theyre Willing to Take the Risk) [--]. Precedent in wet AMD: FDA has accepted single pivotal trials multiple times (Eylea [----] Beovu [----] Vabysmo [----] Eylea HD 2023). [--]. Extremely clean safety profile so far in Phase 1/2 and So why is $OCUL submitting an early NDA. (Why Theyre Willing to Take the Risk) [--]. Precedent in wet AMD: FDA has accepted single pivotal trials multiple times (Eylea [----] Beovu 2019"
X Link 2025-12-06T06:11Z [----] followers, [----] engagements

"@the_zack_zhu What's your other [--] I also gave 55% on $SE.been a ride for over 5yrs"
X Link 2025-12-08T06:04Z [----] followers, [---] engagements

"$ORWHF $0398.HK - Oriental Watch Holdings: More Valuable Dead Than Alive. https://seekingalpha.com/article/4299156-oriental-watch-holdings-valuable-dead-alivesource=tweet https://seekingalpha.com/article/4299156-oriental-watch-holdings-valuable-dead-alivesource=tweet"
X Link 2019-10-25T17:15Z [----] followers, [--] engagements

"Sleep Well Investments: Persimmon (PSN.L) - Anti-fragile Business At An Attractive Price But Not A Long-term Investment https://sleepwellinvestments.substack.com/p/persimmon-psnl-anti-fragile-businessutm_source=twitter&utm_campaign=auto_share&r=8u09c https://sleepwellinvestments.substack.com/p/persimmon-psnl-anti-fragile-businessutm_source=twitter&utm_campaign=auto_share&r=8u09c"
X Link 2023-01-18T12:25Z [----] followers, [---] engagements

"+The UK's largest homebuilder of affordable homes $PSN.L. Average house prices are 20% below peers. +It has the most established vertically integrated business with the industry-best margins. Off-site manufacturing operations include timber walls bricks and roof tiles"
X Link 2023-01-18T12:37Z [----] followers, [---] engagements

"Thanks for your support. The previous issue on Persimmon $PSN.L and the VAT Group $VACN.SW https://sleepwellinvestments.substack.com/p/vat-group-hidden-monopoly-that-keeps https://sleepwellinvestments.substack.com/p/persimmon-psnl-anti-fragile-businessutm_source=%2Finbox&utm_medium=reader2 https://sleepwellinvestments.substack.com/p/vat-group-hidden-monopoly-that-keeps https://sleepwellinvestments.substack.com/p/persimmon-psnl-anti-fragile-businessutm_source=%2Finbox&utm_medium=reader2"
X Link 2023-01-23T16:44Z [----] followers, [---] engagements

"@bentan__ $HLMA.L is pretty good then holding co of safety environmental testing and monitoring products in the UK"
X Link 2023-03-16T06:40Z [----] followers, [---] engagements

"5 Small-Mid Cap companies with the highest market share and mediocre rivals. [--]. Mips $MIPS.ST $MIPS [--]. The VAT Group $VACN.SW [--]. Shimano $SMNNY $SHMDF [--]. Rightmove $RMV.L [--]. SiteOne $SITE Which one do you own Any others you like that have mediocre competition"
X Link 2023-06-08T10:13Z [----] followers, 11.9K engagements

"@HariSeldomRight I don't mind paying for high quality as long as $Chemm can keep growing its market share. Need to look into this at some point. I need a break from MedTech after spending over a month on $MEDI 😅"
X Link 2023-09-14T16:28Z [----] followers, [---] engagements

"Remember to check out the follow-up thesis tracking of $MIPS $FND $SMNNY $CRWD. All are detailed research and are 'deep dives' themselves even though they are just updates. If you enjoy my content please like and RT to support more FREE deep dives like $MIPS. 🙏 @DTF_Capital Impressive and well researched deep dive. Thanks for sharing it. I did not see you mention the board. The chairman of the board is the well respected ex CEO of Thule. @DTF_Capital Impressive and well researched deep dive. Thanks for sharing it. I did not see you mention the board. The chairman of the board is the well"
X Link 2023-09-28T08:49Z [----] followers, [----] engagements

"ASM International NV $ASM ASM International supplies semiconductor manufacturing equipment not $ASML; dont mistake the two. Market position: 50% share in ALD equipment market FCF margin: 13% FCF yield: 2% 5-yr FCF/share CAGR: 73% ROIC: 21% 10-yr return CAGR: 36%"
X Link 2023-11-10T14:44Z [----] followers, [---] engagements

"CDW Corp $CDW CDW Corp is a value-added reseller between hundreds of thousands of vendor partners and customers helping navigate complex options and implement the best solution. FCF margin: 38% FCF yield: 2.5% 10-yr FCF/share CAGR: 30% ROIC: 27% 10-yr return CAGR: 45%"
X Link 2023-11-10T14:44Z [----] followers, [---] engagements

"Wisetech $WTC a founder-led company that provides logistics software. WiseTech's core product suite CargoWise provides the best-in-class solution for international freight forwarding. FCF margin: 29% FCF yield: 1.5% 5-yr FCF/share CAGR: 47% ROIC: 12% 5-yr return CAGR: 28%"
X Link 2023-11-10T14:44Z [----] followers, [---] engagements

"WillScot Mobile Mini Holdings $WSC leases modular work space and storage facility. They also offer logistics and value-added products and services (VAPS). FCF margin: 18% FCF yield: 6.8% 3-yr FCF/share CAGR: 31% ROIC: 9% 5-yr return CAGR: 16%"
X Link 2023-11-10T14:44Z [----] followers, [---] engagements

"Judges Scientific $JDG is a British serial acquirer of niche scientific instruments which IPO in [----]. FCF Margin: 15% FCF Yield: 3.6% 10-yr FCF/share CAGR: 18% ROIC: 11% 10-yr return CAGR: 19%"
X Link 2023-11-10T14:44Z [----] followers, [---] engagements

"ChemoMetec A/S $CHEMM A Danish company designs develops and produces instruments using patented cell counting and evaluation technology. FCF Margin: 25% FCF Yield: 2% 5-yr FCF/share CAGR: 59% ROIC: 68% 10-yr return CAGR: 58%"
X Link 2023-11-10T14:44Z [----] followers, [---] engagements

"MIPS is casually up 25% since my analysis on Q423 apparently a bad result but I loved it. $MIPS $THULE $SMNNY"
X Link 2024-04-09T14:47Z [----] followers, [----] engagements

"$DNTL any details from management you/anyone else can share Thank you. @northernbear85 @evmorks Agreed. I will ask mgmt about volume/price mix for SPRG and revert back @northernbear85 @evmorks Agreed. I will ask mgmt about volume/price mix for SPRG and revert back"
X Link 2024-05-29T11:14Z [----] followers, [----] engagements

"Brilliant. That gives me some comfort to dig deeper. Growing SPRG above procedure inflation is perhaps the most important for me. My other concern was $DNTL selling non-core / non-profitable practices for a loss in the past despite noting somewhere that they have never permanently ceased the operations of any of the practices it has acquired. It would be great if you knew why there were reports on sold practices at a loss but were not reported as far as I know. https://twitter.com/i/web/status/1795922190119891101 https://twitter.com/i/web/status/1795922190119891101"
X Link 2024-05-29T20:56Z [----] followers, [---] engagements

"@Quartr_App @InversorInforma @Quality_stocksA @dissectmarkets @stockjock84 @joinyellowbrick @adriarivero_ @jefke00 @M_Geissbuehler @LionCubsFund @long_equity yes but low reinvestment opp to make it interesting $BARN.SW"
X Link 2024-09-05T13:36Z [----] followers, [---] engagements

"Can these [--] names outperform Terry Smith's portfolio Most have a long runway to reinvest at an average ROIC of 17%. $CRWD $VAT $SMNNY $FND $MIPS $THO $NVR $WSC $VEEV $WTC $FTNT $DNP.WA $KNSL $SE Terry Smith compounded 15.1% over the last [--] years. His wisdom helped me build my Sleep Well Portfolio Here are five top lessons I learned: https://t.co/ZLBGTwumWi Terry Smith compounded 15.1% over the last [--] years. His wisdom helped me build my Sleep Well Portfolio Here are five top lessons I learned: https://t.co/ZLBGTwumWi"
X Link 2024-09-05T21:49Z [----] followers, [----] engagements

"$DNP.WA $DNP Q3'24 results - excellent store opening ramping up. Shares up 11% Read my deep dive and tracking notes at sleep well investments"
X Link 2024-11-08T11:19Z [----] followers, [----] engagements

"Q3'24 - lots of big wins this quarter for sleep-well picks so far. $FTNT +10% all-time high $KNSL (great quarter no change in share price) $DNP.WA Dino (stores ramped up again shares +14% $MELI (great quarter despite shares trading down) $MIPS (recovery confirmed shares weak) I look forward to $VEEV $GRAB and $SE soon. https://twitter.com/i/web/status/1854971056525611057 https://twitter.com/i/web/status/1854971056525611057"
X Link 2024-11-08T19:35Z [----] followers, [----] engagements

"Q3'24 earnings have gone very well for sleep-well picks so far ( $FTNT $DNP.WA $KNSL $MELI ) partly due to our approach to keeping things simple. And nobody can dump investing down like Peter Lynch. He said we only need basic maths and some history and philosophy lessons. Not a CFA https://twitter.com/i/web/status/1854977425253224770 https://twitter.com/i/web/status/1854977425253224770"
X Link 2024-11-08T20:00Z [----] followers, [----] engagements

"Thesis tracking Q3'24 of Sleep Well Investments $FND $WSC $DNP.WA Previously $SE - SEA e-commerce leader up 58% since bought (Jun 2024) $MELI - LATAM e-commerce and banking leader down 5% since bought (Oct 2024) $GRAB - SEA Super App leader up 25% since bought (Oct 2024) $MIPS - helmet protection leader up 61% since bought (May 2023) $KNSL - E&S insurance leader up 15% (May 2024) $WTC - CEO shakes up logistics SaaS leader up 88% (Jan 2024) $FTNT + $CRWD partnership of endpoint and network security leaders up 26% and 48% (Mar & Jun 2024) Next $VEEV - life science leader up 40% since bought"
X Link 2024-12-07T16:23Z [----] followers, [----] engagements

"$TEQ - From: "We dont work with forecasts or annual targets because we never want to be in a situation we will be forced to make a deal for the sake of making a deal that creates shortermism. We prefer a time horizon of [--] years in which we want to have doubled our earnings per share. Our ambition is higher and our true time horizon is much longer. We have just left the starting line. Our journey will be long. " - Q1 [----] Report To: "We'll acquire [--] in [----] "- Q4'24 report"
X Link 2025-02-19T11:32Z [----] followers, [----] engagements

"Why did I sell $FND to buy $WTC.AX Floor and Decor promised me an owner that it would build [---] stores in [--] years (2032). It would also spend roughly 500M CAPEX annually or [--] stores to achieve it. Each store would break even in [--] years and produce 30M EBITDA after [--]. Up to FY2023 that was the plan: we believe there is an opportunity to significantly expand our warehouse-format store base by a low- to mid-teens annual percentage growth rate over the near-to-medium term reaching at least [---] in the United States within approximately eight years. Our new store model targets on average net sales"
X Link 2025-02-27T20:44Z [----] followers, [----] engagements

"$DNP.WA $DNP Why Dino Polska is well-insulated from the current tariff fears. Dino Polska the third-largest convenience store chain in Poland has minimal direct impact despite the EU likely facing heavy tariffs from the US. First Dino Polska's products are not targeted for heavy tariffs and its operations are in Poland which has the fastest-growing economy in the region. Second it is a well-run and resilient business. I particularly like that it owns and builds 90% of its highly standardized 5000SKU stores. It also has its own logistics system for sourcing its meat (one of its subsidiaries -"
X Link 2025-04-07T06:42Z [----] followers, [----] engagements

"📊 S&P [---] fell 13.94% (Dec '24-Apr '25) but 8/10 Sleep Well picks did better. On the rebound 9/10 beat S&Ps 4.38% gain. $DNP.WA hit an all-time high #StockMarket #SleepWell 🔗"
X Link 2025-04-20T05:40Z [----] followers, [---] engagements

"$INT.ST $INT Intellego Q325 preliminary Revenue of more than SEK [---] million. EBIT exceeding SEK [---] million. Q2 revenue was 217mn Q1 revenue was 201mn FY2025 revenue is more likely to be SEK 800-900 million And EBIT is likely 500-600mn $INT.ST $INT Intellego's likelihood of fraud dissected https://t.co/euFvFFPxSC $INT.ST $INT Intellego's likelihood of fraud dissected https://t.co/euFvFFPxSC"
X Link 2025-10-02T07:43Z [----] followers, 10.8K engagements

"$SE Sea Limited's founder and CEO in a rare public interview with Nicolai Tangen CEO of Norway's $2 trillion sovereign wealth fund. They discuss: Seas road to success peerless time horizon talent advantage AI and Forrests personal routines"
X Link 2025-10-16T08:22Z [----] followers, [----] engagements

"Simple to complex valuation of Sea Limited $SE. Garena vs gaming publishers and developers $EA $NTDOY; Shopee vs 3P and 1P ecom $CPNG $AMZN $MELI $TIKTOK; Monee vs old $XYZ $PYPL and new $NU digital banks' loan portfolios and delinquencies. Dis: 55% of PA and 22% of SWI. Comprehensive review of $SE Sea Limited Q325 results lots to talk about that margin contraction. https://t.co/mXFasLjTQY Comprehensive review of $SE Sea Limited Q325 results lots to talk about that margin contraction. https://t.co/mXFasLjTQY"
X Link 2025-11-17T05:01Z [----] followers, [----] engagements

"Deep dive into Shimano $7309.T $SMNNY +50% market share in bike components +compounder with 100+ years of history +15-year ROIC of 22% +$3B cash +significant reinvestment opportunity +trading at a compelling valuation Appreciate a like/RT/feedback. https://sleepwellinvestments.substack.com/p/shimano-bike-to-the-futuresd=pf https://sleepwellinvestments.substack.com/p/shimano-bike-to-the-futuresd=pf"
X Link 2023-01-23T16:44Z [----] followers, [----] engagements

"Shimano $7309.T $SMNNY reported better than expected FY2022 results. +Corporate governance and capital allocation align more with shareholders than ever. +FY2023 guidance is conservative even compared to the worst-case scenarios. +I update the fair value valuation"
X Link 2023-02-16T22:59Z [----] followers, [---] engagements

"$FOXF Q422 solid results Sales increased 19.4% YoY to $409M from $342M Net income was $53M up 40% from $38M EPS $1.25 up from $0.89 The demand for high-end motorsport is solid and bike inventory will take a few quarters to digest. Reaffirm $Shimano $7309.T 's readout"
X Link 2023-03-01T16:27Z [----] followers, [---] engagements

"$FOXF is a good company but I prefer $Shimano $7309.T $SMNNY for its industry position lighter capex demand cap allocation policy with a $3B cash to buyback shares. At $15.5/share the market expects -2.5% growth for the next [--] years Highly unlikely https://sleepwellinvestments.substack.com/p/shimano-bike-to-the-future https://sleepwellinvestments.substack.com/p/shimano-bike-to-the-future"
X Link 2023-03-01T16:27Z [----] followers, [---] engagements

"@bentan__ How about Otis Schindler $ATD.TO $IDEX $SPX.L $Riken Keiki $ROL But why don't you look into companies that do well over multiple cycles Picking defensive now means you might have to flip or else underperform when martlet turns"
X Link 2023-03-16T05:12Z [----] followers, [---] engagements

"@ReturnsJourney Have you looked at Shimano $7309.T $SMNNY Family run compounding revenue earnings FCF per share in the past [--] decades and now buying back shares faster corporate governance is also improving https://x.com/DTF_Capital/status/1617563817629696007s=20 Deep dive into Shimano $7309.T $SMNNY +50% market share in bike components +compounder with 100+ years of history +15-year ROIC of 22% +$3B cash +significant reinvestment opportunity +trading at a compelling valuation Appreciate a like/RT/feedback. https://t.co/OnEEnzBewH https://t.co/73wr6QGDIp"
X Link 2023-04-13T03:48Z [----] followers, [---] engagements

"Medpace $MEDP Medpace is a late-stage contract research organization that provides full-service drug development and clinical trial services to biotech and pharmaceutical firms. FCF Margin: 21.1% FCF Yield: 4.5% 5-yr FCF/share CAGR: 31% ROIC: 18% 5-yr return CAGR: 37%"
X Link 2023-11-10T14:44Z [----] followers, [---] engagements

"Comprehensive review of $SE Sea Limited Q325 results lots to talk about that margin contraction. Insane $SE report.and insane share reaction :) https://t.co/u7qW6Psgrs Insane $SE report.and insane share reaction :) https://t.co/u7qW6Psgrs"
X Link 2025-11-13T14:05Z [----] followers, [----] engagements

"https://www.sleepwellinvestments.com/p/buying-this-top-logistics-saas https://www.sleepwellinvestments.com/p/buying-this-top-logistics-saas"
X Link 2025-11-25T05:42Z [----] followers, [---] engagements

"Cutting losers early is my prime lesson for [----] too $INT.ST My biggest learning from [----] is pretty simple: ego kills all returns. I recently re-read "The Art of Execution" which in my opinion is one of the best books about investing. The takeaway from the book is perfectly describes why [----] completely sucked for me. It's not about My biggest learning from [----] is pretty simple: ego kills all returns. I recently re-read "The Art of Execution" which in my opinion is one of the best books about investing. The takeaway from the book is perfectly describes why [----] completely sucked for me."
X Link 2025-12-03T15:43Z [----] followers, [----] engagements

"$OCUL Per @grok on risks of early submission and mitigation. https://x.com/i/grok/share/MVeA7oD9MMVZW90fwUaoUbWHW Whoa. $OCUL This moves up the NDA on AXPAXLI by [--] months. https://t.co/4LvbrYBFFR https://x.com/i/grok/share/MVeA7oD9MMVZW90fwUaoUbWHW Whoa. $OCUL This moves up the NDA on AXPAXLI by [--] months. https://t.co/4LvbrYBFFR"
X Link 2025-12-06T02:20Z [----] followers, [----] engagements

"So why is $OCUL submitting an early NDA. (Why Theyre Willing to Take the Risk) [--]. Precedent in wet AMD: FDA has accepted single pivotal trials multiple times (Eylea [----] Beovu [----] Vabysmo [----] Eylea HD 2023). [--]. Extremely clean safety profile so far in Phase 1/2 and SOL-1 interim data (no drug-related SAEs very low inflammation). [--]. SOL-1 is designed as a superiority study with large expected treatment effect (HELIOS showed 70-80% of patients injection-free at [--] months). [--]. The implant is a combination product (drug + delivery device) and FDA often grants some regulatory flexibility for"
X Link 2025-12-06T04:08Z [----] followers, [----] engagements

"So NDA submission after Q1 top line data of SOL-1.wait for FDA's decision (6months) and by Q4'26 $OCUL could start marketing AXPAXLI"
X Link 2025-12-06T05:19Z [----] followers, [---] engagements

"Very interesting $OCUL Yep. Bingo. Proven safe for other indications and once in use you get to see broader safety perspective. That is another fine reason that a single study of Axpaxli could be used for approval by $OCUL. IF it is already known to be safe the focus rightly shifts to efficacy - Yep. Bingo. Proven safe for other indications and once in use you get to see broader safety perspective. That is another fine reason that a single study of Axpaxli could be used for approval by $OCUL. IF it is already known to be safe the focus rightly shifts to efficacy -"
X Link 2025-12-06T12:09Z [----] followers, [----] engagements

"Japan 🗾 "Japans adoption of SaaS as a percentage of total IT spend or overall business software usage was reported at 4% compared to 15-18% in the US." "Japans adoption of SaaS as a percentage of total IT spend or overall business software usage was reported at 4% compared to 15-18% in the US.""
X Link 2025-12-09T05:19Z [----] followers, [----] engagements

"That means $OCUL would be growing sales and taking market share much faster than VABYSMO which had an incredible launch $4B in sales or 26% market share ($15B TAM) in its third year on the market. $OCUL One KOL stated that Axpaxli could take half the wAMD TAM in three years. That is $7.5B in sales and still growing. Throw in sales for DR and DME and it amounts to real money. $OCUL One KOL stated that Axpaxli could take half the wAMD TAM in three years. That is $7.5B in sales and still growing. Throw in sales for DR and DME and it amounts to real money"
X Link 2025-12-10T02:34Z [----] followers, [----] engagements

"$SE Shopee Live has been running for over [--] years. It's already a very well-oiled operation. Partnerships with YouTube and more recently Meta have given an enormous boost (win-win for all parties) accounting for a large share of total e-commerce GMV. TikTok is a risk: 2x Shopee's merchant base. I cover it in detail on my blog. @Reignots Tiktok is part of a duopoly right now and they are taking market share. They have not yet taken market share from SE (see chart) but at some point we will see them take market share from SE too. SE is also getting into video commerce I note"
X Link 2025-12-10T03:43Z [----] followers, [----] engagements

"link - https://open.substack.com/pub/sleepwellinvestments/p/best-buys-and-research-list-dec-2025r=8u09c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sleepwellinvestments/p/best-buys-and-research-list-dec-2025r=8u09c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-11T11:40Z [----] followers, [---] engagements

"This is too important. If you have kids this will hit hard. Youve been warned 😭 https://t.co/fVWY51FvuK If you have kids this will hit hard. Youve been warned 😭 https://t.co/fVWY51FvuK"
X Link 2026-01-02T12:08Z [----] followers, [---] engagements

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