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Comprehensive review of $SE Sea Limited Q3’25 results, lots to talk about that margin contraction.
Sleep Well Investments@SleepWellTrung
Insane $SE report...and insane share reaction :)
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Sleep Well Investments
2.8K posts
Sleep Well Investments
@SleepWellTrung
Author of Sleep Well Investments newsletter | Owning mundane time-tested businesses https://t.co/vff3qingoI
Join 6300+ sleepwell investors شامل ہوئے Kasım 2017
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$OCUL so SOL-R now sounds like a free call option on an incremental label upgrade — with zero downside to the base case if it fails, and transformative commercial impact if it succeeds.
Meanwhile:
SOL-1 superiority confirmed ✅
FDA Type C alignment confirmed ✅
505(b)(2) pathway confirmed ✅
NDA submission date confirmed ✅
2027 launch target confirmed ✅
SOL-R repositioned for superior label ✅
HELIOS-3 enrolling ✅
SOL-X (long-term extension) first patient enrolled April 2026 ✅
David Robinson (EYLEA architect) leading commercial ✅
$666.7M cash runway into 2028 ✅
Patience required, or are investors/KOL missing something?
dough@semodough
$OCUL Piper PT $31 (OCUL) Biren Amin Approval Path Set: SOL-1 Stands Alone – and SOL-R is Now Playing Offense OCUL confirmed FDA alignment to submit the Axpaxli NDA in 4Q26 accomplishing three things: validating the single-pivotal strategy, uncoupling SOL-R from the NDA review, and converting SOL-R into a superiority study vs Eylea HD at Week 96. OCUL shared market research that showed 80% were likely to utilize Axpaxli with >90% expected to adopt within the first year of launch.
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@Rubenslashh If that is true, we are due for a nice bounce soon :) ☺️
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@SleepWellTrung Another reason is the AI frenzy resulting in the market selling non-AI quality stocks.
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Sea Limited $SE and Mercado Libre $MELI have approached my 6 years of ownership. In this period, I have experienced two major stock declines. While the first was broad-based due to the post-COVID hangover, the second and current one is more driven by a new, elevated reinvestment cycle as both lock horns in Brazil. The two positions constitute over 50% of my net worth, so I write from a very biased but very critical and long-term point of view.
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@SleepWellTrung Volatility has been the price of high returns here. Despite the depressed stock price at the moment, they have both compounded at 22.2% and 24.0% respectively, since inception.
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$ISRG shares are getting very reasonable. Time to revisit the deep dive
Sleep Well Investments@SleepWellTrung
Intuitive Surgical $ISRG deep dive is out. My aim is to understand the business like an owner.
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Read here: sleepwellinvestments.com/p/sleep-well-p…
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Sleep Well - May 2026 portfolio review:
After 8 months of ‘looking wrong’, the waiting and slow buying-in are finally showing results. As always, investing is simple but incredibly hard. Discipline and patience are required but cannot be taught; they must be ‘absorbed’ slowly. Everyone will make mistakes, and the last 8 months have not been easy, but failing and going through pain are the only ways to improve as a long-term investor.
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Read more here: sleepwellinvestments.com/p/grab-q126-pr…
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$GRAB Grab performed steadily despite headline risks. Importantly, much less attention has been paid to the stock in recent quarters, leaving a more reasonable price today.
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Learning from my mistake, sleep well #24 pick is a more predictable business and will be a smaller starting position.
+#24 is a technology leader whose alternatives are legacy solutions and AI as an accelerator instead of a competitor.
+The product is mission-critical to top-tier hospitals, 100% of whom renew long-term contracts lasting 5+ years.
+Durable growth opportunity with a large whitespace and a market cap of under $ 10B.
+Clean financials and prudent accounting, no debts, 50% of cash allocated to dividends, and capex-light.
+Risks include high valuation, looming succession planning, legacy solutions fighting back, and AI still bringing uncertainties.
Why now? The business has been perennially expensive, but it has been bundled with the ‘AI SaaSapocalypse’, pulling the stock down by nearly 60% in the last 7 months from its peak, giving it a good time to buy in stages (dollar-cost-average) into a position, or at least to do the work now before we get a better entry point.
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$OCUL Ocular Therapeutix™ to Host Investor Day on June 17, 2026 | Ocular Therapeutix, Inc. investors.ocutx.com/news-releases/…
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@Brian33376991 @wallstlobo @JeremyFalmouth @semodough Pre deal was $10 then $24 before the rumour broke then $32 the day of official announcement. $ocul
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@wallstlobo @JeremyFalmouth @semodough What was share price of ISEE before a sale was anounced? Just curious
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$OCUL have now listened twice to Piper call other Retinal calls the same - FDA is on board & Retinal Docs will prescribe- short interest at all time high 25.2 million
JeremyF@JeremyFalmouth
$ocul Pravin: “I will continue to say today I’m more confident than ever we will be approved based on a single trial…take home message should be those talks(w/fda) are continuing in a positive fashion because if they were not I couldn’t continue to say this…”
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@nalyticsatwork @RazBioTech How so? Elyea HD approved to extend interval to 20w..
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@strau22 @semodough It’s very good news for OCUL and Axpaxli.
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$OCUL likely Kaiser & team meets with FDA in next few weeks - WB fair value $32 & expects NDA a submissions in 2q26
dough@semodough
$OCUL Ocular plans to seek FDA feedback in H1 2025 on clinical trial design for AXPAXLI in NPDR &already enrolled 311 patients SOL-R, our second registrational study in wet AMD.historic pace of recruitment in both studies underscores enthusiasm in the retina community for AXPAXLI
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Sleep Well Investments ری ٹویٹ کیا
POV :
Each day of our lives we make deposits in the memory banks of our children.
Whatever this is so cute & adorable !
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Working on 2 Long ideas tomorrow - one Asian, one British. Pitch/presentation on Monday
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