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Sleep Well Investments

@SleepWellTrung

Author of Sleep Well Investments newsletter | Owning mundane time-tested businesses https://nitter.cf/t.co/vff3qingoI

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sleepwellinvestments.com/
Joined November 2017
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Deep dives on $BESI and $ASML are out now. 50-minute read; enjoy!
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Small market $5B but big impact
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You can read the write-up following my bio or search for sleepwellinvestments
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$SE An exciting time for Sea Limited. I discuss existing AI investments and the path Sea is likely to take with Sea Cloud.
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Read here: sleepwellinvestments.com/p/s…
Sea Limited (SE) Sea Cloud and Monee IPO

Sea Limited (SE) Sea Cloud and Monee IPO

Sea’s existing IT infrastructure and the intended applications and target customers mean Sea Cloud is a no-brainer move. Sea is still a startup. We’ll discuss possible risks.

sleepwellinvestments.com
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$SE Cloud coming
The Future Investors (@ftr_investors) profile pictureThe Future Investors
@ftr_investorsOct 20
Replying to @TonandDK
businesstimes.com.sg/compani…
Sea starts enterprise cloud foray while eyeing a fintech arm IPO

Sea starts enterprise cloud foray while eyeing a fintech arm IPO

The company plans to offer cloud services to businesses around the world, under a new arm called Sea Cloud Read more at The Business Times.

businesstimes.com.sg
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$SE Shopee VIP + Netflix
Thomas Chua (@SteadyCompound) profile pictureThomas Chua
@SteadyCompoundSep 10
Shopee collabs with Netflix 👀 $SE $NFLX
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August portfolio review - Cyber Security up huge... $CRWD, $FTNT. Buys are up nearly 100% $PME, $VEEV sleepwellinvestments.com/p/s…
Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.

Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.

CrowdStrike, Fortinet, Veeva up nearly 100% since March. Meli and Sea also rallied. Five losers out of 13 holdings; portfolio recovery continues.

sleepwellinvestments.com
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$WTC.AX Wisetech's investment thesis is now a ‘special situation’. I was wrong to catch the falling knife with my 3 additions on the decline. So, FY2026 results a few days ago provided vital information to set up a more methodological buy/sell plan going forward. We will evaluate (i) where the business stands after the corporate governance ordeal, (ii) the e2open acquisition, (iii) the pricing model transition, and (iv) AI prospects. Read all here - sleepwellinvestments.com/p/w…
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Post-Lugano $EYPT, $OCUL's peak sales and market share are likely higher, and bidders now have just ONE real option vs 2 previously. I'm hopeful for a higher acquisition price now, and bids may come at any time until the NDA acceptance date.
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Rasmus H (@RazBioTech) profile pictureRasmus H@RazBioTechAug 23
Both HELIOS-3 (DR, once-yearly dosing) and AXPAXLI’s potential wAMD approval are lined up for roughly the same window in H2 2027. That’s when $OCUL can go stratospheric and serious M&A interest shows up.
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@birgirm80 @Biomaven @AscendingBio @RazBioTech @zipjet @JeremyFalmouth @semodough what do you think? $EYPT and $OCUL bears' thoughts?
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$PME.AX $PME just reported 24% revenue growth. The market rallied +13%. I wasn't looking at revenue. Revenue is the lagging indicator. The real number: A$1.75B in total contracts locked in, with a 5yr forward book up 41% in 12 months. That gap is compounding silently. 🧵
Sleep Well Investments (@SleepWellTrung) profile pictureSleep Well Investments
@SleepWellTrungJun 24
Adding quality to my portfolio $ISRG $PME.AX $PME
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$PME.AX The question everyone asks: Will AI disrupt PME? Wrong question. The right one: Who controls access to AI in radiology? Every algorithm — PME-built, co-developed with NYU, or third-party like EchoIQ — must integrate through the Visage 7 viewer to reach 11% of US radiology. PME isn't the disrupted. It's the gate.
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Full FY2026 review is live on Sleep Well Investments. I cover: → Why forward growth is likely 30%+ despite 24% topline → Key-man risk update (and why 2% staff turnover matters) → The AI playbook in full: NYU breast cancer, EchoIQ, the new reporting module → The premium valuation — can it hold? One of the best businesses I own. $PME.AX sleepwellinvestments.com/p/p…
Pro Medicus (PME.AX) FY2026 review - AI gatekeeper

Pro Medicus (PME.AX) FY2026 review - AI gatekeeper

Steady 25% profit growth despite FX headwinds, EBIT margin 74%, backlog grew 41%. AI playbook is slowly revealing why I call the company a digital imaging toll-bridge.

sleepwellinvestments.com
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My daughters are 2 and 7. I'm looking for 3 businesses that they would want to learn about and own when they take over the investment account in 2037. Which three would you recommend? On my mind are $SPCX, $PLTR, and $ISRG
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$CLBT had time to review the Q2 miss; full-year 2026 ARR fell by $15M due to execution mishaps; shares are now 30% cheaper, but the valuation isn't screaming cheap yet. Read the full review here sleepwellinvestments.com/p/c…
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Sleep Well Investments (@SleepWellTrung) profile pictureSleep Well Investments
@SleepWellTrungAug 13
$CLBT Longer sales cycles and less expansion from Inseyets conversions than anticipated. Guidance cut; CEO Tom Hogan 'fired'... shares down 30% pre-market, fair?
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$CLBT Longer sales cycles and less expansion from Inseyets conversions than anticipated. Guidance cut; CEO Tom Hogan 'fired'... shares down 30% pre-market, fair?
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$CLBT
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Sleep Well Investments retweeted
Sleep Well Investments (@SleepWellTrung) profile picture
Sleep Well Investments
@SleepWellTrungAug 13
Enjoy this FREE analysis of $SE Sea Limited Q2’26 results. I discuss Shopee margin potential; VIP and Livestream excelled; Monee's controlled expansion; Garena steady. SE is now 55% of my PA. Read here sleepwellinvestments.com/p/s…
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