Sleep Well Portfolio (Apr 2026) - #24 Pick Published, Updates on GRAB, SE, WTC, VEEV
Sleep Well Portfolio publishes its 24th pick and updates Grab, Sea, WiseTech and Veeva as software stocks stabilize.
Monday, May 4
Monday, May 4, 2026
Everything we published on this day.
8 stories
ToffCap on X
Let's not forget this is the CEO that actually wrote "our share price is candidly, and please pardon my language, way too f-cking low." Global Net Lease to Acquire Modiv Industrial in $535 Million Transaction $MDV $GNL
ToffCap on X
Sharing some pain. In 2024 I went and visited Nebius $NBIS. My first question: "pls explain me what you do". My last question: "pls summarise again what you do". I ofc never bought. https://t.co/5VeLFwFkEm
Tim Eriksen on X
On Friday Datatrak $DTRK filed its unaudited annual report. If you want to see accounting butchery check out the financial statements (statement of cash flows in particular). Littered with inaccuracies. With it being unaudited the risk of fraud is extremely high. And then there is the massive dilution over the last few years. Disclosure: never heard of before Friday. 1/x
SYK · long Stryker CORP
Stryker (SYK) trades near a 52-week low after a late-Q1 cyberattack disrupted revenue and earnings, framing a long-term compounder…
CUE · short Cue Biopharma
Cue Biopharma faces a deteriorating balance sheet, recurring operating losses, ATM dilution and PIPE-investor selling pressure.
Adobe Expert Insight Interview (No Paywall)
Adobe trades at 11x earnings despite $24.5 billion of revenue, 37% operating margins and 12% profit growth; a former data-science head…
PayPal tries again (and again)
Stripe’s startup-focused product sprawl contrasts with Adyen’s enterprise restraint; despite 20% more payment volume and faster growth,…
