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Sleep Well Investments

https://www.sleepwellinvestments.com/

Mentions23
Posts9
Latest post21 Aug 2026
Pro Medicus LimitedPro Medicus (PME.AX) FY2026 review - AI gatekeeper-21 Aug 2026
Cellebrite DI Ltd.Cellebrite (CLBT) Q2'26 - Execution wobble, Forecast question mark-14 Aug 2026
Sea LimitedSea Limited (SE) Q2'26 - Profitable growth, shares up 70% from lows-13 Aug 2026
Sea LimitedMercado Libre (MELI) Q2'26 Business Update - Credit Issue?-12 Aug 2026
MercadoLibre, Inc.Mercado Libre (MELI) Q2'26 Business Update - Credit Issue?-12 Aug 2026
Grab Holdings LimitedGrab Q2'2026 Business Update - Preparing for AV-6 Aug 2026
Intuitive Surgical, Inc.Sleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
Grab Holdings LimitedSleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
MercadoLibre, Inc.Sleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
Sea LimitedSleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
Cellebrite DI Ltd.Sleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
Kinsale Capital Group, Inc.Sleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
CrowdStrike Holdings, Inc.Sleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
Fortinet, Inc.Sleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
Veeva Systems Inc.Sleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
Microsoft CorporationSleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
Amazon.com, Inc.Sleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
Intuitive Surgical, Inc.Sleep Well Portfolio (June 2026) - Software continues to stabilise? Latest pick up 75%-1 Jul 2026
Pro Medicus LimitedSleep Well Portfolio (June 2026) - Software continues to stabilise? Latest pick up 75%-1 Jul 2026
Pro Medicus LimitedI Didn't Know Then. I Know Now. — ISRG & PME.AX-24 Jun 2026
Intuitive Surgical, Inc.I Didn't Know Then. I Know Now. — ISRG & PME.AX-24 Jun 2026
MercadoLibre, Inc.Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?-5 Jun 2026
Sea LimitedSea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?-5 Jun 2026