The Sleepwell Strategy

A generalist exploring the building blocks of investing, technology and society. My goal is to write evergreen content to help you sleep better at night, spark your curiosity and understand big trends before the crowd does.

The hottest Substack posts of The Sleepwell Strategy

And their main takeaways

All Hail King

648 implied HN points • 18 Apr 23
💼 Business Marketing Strategies
  1. High-quality products and clever marketing create a valuable brand moat that gives luxury brands a competitive advantage.
  2. True luxury brands like Rolex prioritize quality craftsmanship, exclusivity, and evoke a sense of status in consumers.
  3. Rolex exemplifies true luxury with their obsession for quality, scarcity-driven distribution strategy, and focus on timeless design.

Quick Media Update

176 implied HN points • 02 Jun 23
🎶 Music Podcasts Music Industry Streaming
  1. Joined Chit Chat Money Podcast to discuss State of the Music Industry
  2. Talked about streaming royalties, independent artist experience, labels, streaming platforms, and AI
  3. Expressed gratitude for support and growth of over 5,000 subscribers

Music Streaming Royalties 101

805 implied HN points • 22 Apr 21
  1. Understanding music royalties involves knowing the different entities involved in the music creation and distribution process.
  2. Songs are made up of two separate copyrights: composition (notes, melody, lyrics) and sound recording (final musical version).
  3. Streaming platforms pay royalties to labels, distributors, and collection societies, which then distribute the earnings among artists and other stakeholders.

The Raw Material of Long Term Investing

648 implied HN points • 23 Jul 21
  1. Investing conviction is crucial for long-term success and requires a unique, personal understanding of a company's potential.
  2. Building conviction involves deep research, understanding risks, predicting outcomes, and evaluating market expectations.
  3. Having conviction means being both humble and confident, continuously monitoring information, and staying patient over the long term.

What The Optimist Can Learn From The Pessimist

353 implied HN points • 13 May 21
  1. Investors need to consider the downside as much as the upside when analyzing stocks.
  2. Perception of reality can influence market behavior, so it's crucial to assess sentiment and pricing.
  3. Focus on a company's ability to meet its financial obligations rather than just its leverage ratio.
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Is America Ready to Move Again?

334 implied HN points • 07 Jun 21
  1. U-Haul is the leader in the DIY moving industry, focusing on customer convenience and best prices.
  2. U-Haul has successfully expanded into self-storage, complementing their moving business.
  3. U-Haul's management has a long-term view, focuses on customer service, and has potential growth opportunities post-COVID.

Spotify's Third Act: From The Locker Room to The Stadium

157 implied HN points • 01 Apr 21
  1. Spotify's acquisition of Locker Room marks their official entrance into Live Audio and Social verticals
  2. Spotify's Three Acts include Access, Content, and Platform strategies for media services
  3. Locker Room acquisition will help Spotify expand its offerings, improve content discovery, and become a social platform

Welcome to Sleepwell's Bedtime Story

137 implied HN points • 01 Apr 21
  1. The post is about sharing deeper thoughts on specific companies, industries, and investment strategies.
  2. The author aims to spark discussions and teach valuable knowledge through the content.
  3. The author is an investor interested in Music, Robotics, Tech, and Financials, with a background in fixed income.