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@SleepWellTrung
"$SE rare interview with CEO Forest Li"
X Link @SleepWellTrung 2025-10-15T06:57Z 4544 followers, 2191 engagements
"$DNP.WA Q1'24 is a pretty good read +LFL sales increase faster than food inflation +100% of OCF spent on reinvestment in new stores continue"
X Link @SleepWellTrung 2024-05-09T22:01Z 4545 followers, 9357 engagements
"$INT.ST $INT 2nd real improvements: Powerful strike back by the management addressing recent shorts allegations and misinformation reiterating partnership progress with LiKang"
X Link @SleepWellTrung 2025-10-13T07:42Z 4545 followers, 6004 engagements
"@_MAGA_Patriot @RegulatedLegacy I summarized the interview here - $SE"
X Link @SleepWellTrung 2025-10-16T08:27Z 4547 followers, XXX engagements
"My first write-up at my new home - Southeast Asia To celebrate the move this post is FREE. I discuss Sea Limited's impressive growth and why it remains a high conviction buy for the future (23% of Sleep Well Portfolio and XX% of my PA account). Key topics: Monee Shopee in Brazil Logistics and Advertising"
X Link @SleepWellTrung 2025-08-16T04:42Z 4545 followers, 15K engagements
"Link to the interview: Link to the article:"
X Link @SleepWellTrung 2025-10-16T08:22Z 4545 followers, XXX engagements
"Analysts raise their Sea Limited $SE target price to $200/share. Probably from adjusting lots of metrics in their DCFs.I dont envy their job at all"
X Link @SleepWellTrung 2025-08-20T04:26Z 4545 followers, 3283 engagements
"One of the seven steps I took to manage risk with my X% position in Intellego $INT.ST $INT. No this is less likely a Wirecard or Luckin case - there is no evidence of ballooning liabilities nor cash burning"
X Link @SleepWellTrung 2025-09-18T03:57Z 4545 followers, 15.5K engagements
"$SE Sea Limited's founder and CEO in a rare public interview with Nicolai Tangen CEO of Norway's $X trillion sovereign wealth fund. They discuss: Seas road to success peerless time horizon talent advantage AI and Forrests personal routines"
X Link @SleepWellTrung 2025-10-16T08:22Z 4545 followers, 5314 engagements
"I own both Mercado Libre $MELI and Sea Limited $SE but Shopees recent success is planting some doubts in my head"
X Link @SleepWellTrung 2025-08-28T11:23Z 4545 followers, 10.7K engagements
"$JMT.LS $JMT Jeronimo Martins quoted 'intensifying competitive pressure' referring to Dino $DNP.WA +4.6% LFL vs +11.9% LFL Interestingly closed X store"
X Link @SleepWellTrung 2024-05-10T09:53Z 4545 followers, 3102 engagements
"@HedgeyeTech Felix Wang of Hedgeye has a strong track record of shorting Sea Limited $SE on two occasions (December 2021 and August 2022). Why is he right this time Sept 2025 and Why is he wrong this time I can't wait I have XX% of my PA and XX% 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"
X Link @SleepWellTrung 2025-09-09T12:34Z 4545 followers, XXX engagements