Sleep Well Investing/SecDiver Monthly update — Mid May 2024

SecDiver
2 min readSep 11, 2024

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Happy Sleep Well Investing family! Grateful for your feedback.

🤔 Do you know you can see our portfolio Holdings, just finish the steps listed here: https://secdiver.com/holdings to access it. We believe in full transparency, we want to ensure our actions and preaching align.

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

Markets are back to the same highs 📈 after dropping in April, Hope you did not panic and make sure to keep your investments. 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 DCF Scenario analysis, e.g.: for AMZN: https://secdiver.com/dcf/AMZN [this feature is available for all stocks starting today]

Future cash flows are core to valuation and this tool helps you lay out the expected scenarios and understand market expectations vs reality.

2. We made our systems more reliable with the latest 2023 data multiple hosts behind a load balancer.

3. We also started a TikTok channel: https://www.tiktok.com/@sleepwellinvesting

4. You can follow our latest stock picks/commentary by following substack: https://substack.com/@sleepwellinvesting

5. We now have 80+ subscribers on our Youtube Channel — hooray 🥳

📉 Market updates (earning season):

- Shopify dropped -18%

- Airbnb doppred (-8%), while Uber dropped 8.6%

- Big tech reported solid quarter — MSFT, AMZN, Google announced dividends

- Sbux dropped more than 10%

📰 Good read if you can spare 15 mins

- Forgotten Lessons from 2008 by Super Investor Seth Klarman: https://fs.blog/the-forgotten-lessons-of-2008/

“Risk is not inherent in an investment; it is always relative to the price paid. Uncertainty is not the same as risk. Indeed, when great uncertainty — such as in the fall of 2008 — drives securities prices to especially low levels, they often become less risky investments.”

📺 Good Video if you can spare 45 mins:

- How to win Investment Game : https://www.youtube.com/watch?v=ggSd95TRBKM&ab_channel=WeStudyBillionaires

🦁 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/

✍️ 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.

Stay Blessed, Healthy and always Happy!

💚 Become wonderful Business Pickers rather than Stock Pickers! 💚

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