Sleep Well Investing Monthly update — June 2024

SecDiver
3 min readJul 14, 2024

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Happy Sleep Well Investing family!

💡Do you know you can see business segments trends for each stock and dive a bit deeper to improve your understanding of Business? No other Website provides this for the last 10+ years https://secdiver.com/kpis/META [Meta stock example]

This will help you understand the growth drivers for the business and how the market is valuing each segment.

e.g. for NVDA you can see how blockbuster the growth of data center segment has been https://secdiver.com/detail/NVDA/report/SEGMENT:REVENUE, went from 3B in 2020 to 47B in 2024 [15 x increase]

Remember — In investing — Opinions and predictions don’t matter. Being right matters, Size of your bet matters, that shows your Conviction.

🚀🚀 Exciting SecDiver and Sleepwell investing updates

1. Launch of Reverse DCF using 3 years and 5 years as a basis: 3 years https://secdiver.com/reverse_dcf/AMZN/period/3

10 years is a long time and business can change dramatically, using 3 and 5 years is a better way to use Reverse DCF, try it and LMK what you think.

2. We now have 100+ subscribers on our Youtube Channel and constantly adding a lot of education content

3. We now have 1500+ Stocks in our Database

4. We removed ads from SecDiver for now, Yes we did hear feedback. We will revisit this next quarter.

📈 Market updates (earning season):

Last week there were good opportunities to buy — did you buy any?

[share with us, we offer consultation, we can be your devil’s advocate, your Stock Coach to make you understand the other side]

just like how Anne Duke explains: https://nextbigideaclub.com/magazine/use-quitting-coach-heres-podcast/36386/

Remember when you are buying, someone is selling — both of you want to make profits, Understanding your BIAS is supremely important.

CRM, PAYC, UPS stocks to add to your watchlist

📕 Good Book read

- I just finished reading “A Man for All Markets: From Las Vegas to Wall Street”

Learned so many wonderful things about how Thorpe thought about his gambling bets as well how he used to markets/hedging to generate 20+% CAGR for 15+ years

- Thinking in Bets by Anne Duke — will help you understand base rates, expectations

📖 Good Article read if you can spare 15 mins

- Lilu Super investor article on “Practice of Value investing is a good read” — https://twitter.com/KoyfinCharts/status/1790794787311989039

📺 Good Video if you can spare 45 mins:

- How to think of Giving back and High Integrity by Dr. Robert Cialdini : https://youtu.be/1WSwzyPq2oE

my thoughts on the video here: https://sleepwellinvesting.substack.com/p/sleep-well-investing-podcasts-to

🗯️Need more? How about a 1-month or 1-week SecDiver trial? Just shoot me a DM — I’m here to help, we have free consultations too

💓 Do share with your Circle if you believe in doing Good Karma. Our earlier posts can be seen here: https://secdiver.medium.com/

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✍️Do let us know if you have any feedback and how best we can help you. As always, feel free to email if you have anything to share, We value inputs from this wonderful community.

Do not be shy to reach out, we would love to help everyone make generational money and Stay Wealthy, Healthy and Happy.

Chandan on behalf of Sleep Well Investing

Stay Blessed, Healthy and always Happy!

💚 Become wonderful Business Pickers rather than Stock Pickers! 💚

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Twitter: https://twitter.com/sec_diver

PS: we still have ads, so pardon for them. LMK if you are interested in an AdFree version.

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SecDiver

Offical blog post for secdiver.com - YOUR HOME FOR GETTING BUSINESS SEGMENTS AND GEOGRAPHIC INSIGHTS FOR YOUR FAVORITE COMPANIES