This week I sit down with Kinsey Grant (Twitter @KinseyGrant) from Morning Brew (@MorningBrew) and the Business Casual Podcast (@bizcasualpod). I asked Kinsey to be on the podcast because I’m a huge fan of what MorningBrew.com is doing to spread business and financial literacy to the masses through educational and FUN email newsletters and now podcasts. You can either play the podcast directly in your browser by hitting the play button at the top of this page or find it on your favorite...

Hey Investors.. trying something new. You can consume this update however you’d like. If it’s in your email you can hit play to listen to the audio at the top of the email, or what the embedded YouTube video. The podcast is also available on your favorite podcast player search: “Founder Stock Investing”. Would love for you to subscribe to the podcast, Youtube channel, and/or this email — whatever works best for you. Atlassian’s (TEAM) Q2 FY20 earnings report Microsoft (MSFT) Q2 FY 2020...

Time got away from me and I couldn’t get last week’s update out last Friday. This week will be a little weird. Today we’re covering last week (week ending October 11th) and on Friday, October 18th, we will be back on schedule. I am considering moving portfolio performance updates to once a month which will give me more time to focus on covering individual companies. Would love to hear your thoughts/preference. Reply to this email and let me know! First a little housekeeping. For some strange...

My experience with Zoom since it became a publicly traded company (since it IPO’d) in April is a great learning opportunity. I have probably displayed every bad investor tendency with this company so far. I just bought 80 shares of Zoom a… Read More Get full access to Founder Stock Investing Newsletter at austin.substack.com/subscribe

Yesterday we covered the results from Anaplan’s First Quarter 2020 Earnings Report. Today in Part 2 we will cover management’s prepared remarks and the Q&A from the earnings call. Prepared remarks Frank Calderoni — Chief Executive Officer I like to watch the verbiage and how management communicates to open calls. If we see changes in this tone, I’ll start to dig deeper. We are very pleased with our first-quarter results as it marked a strong start to the year with solid financial and...

Our Position: I had my eye on Anaplan (PLAN) before it IPO’d (became a public company) but chose not to invest because I was concerned with sales and marketing spend and wondered if the company would be able to grow. So far, they have exec… Read More Get full access to Founder Stock Investing Newsletter at austin.substack.com/subscribe

Salesforce Signs Definitive Agreement to Acquire Tableau This seems like a smart acquisition for Salesforce (CRM) and I think Tableau (DATA) will benefit from it as well. Tableau shares are currently up 33% in pre-market trading which is a… Read More Get full access to Founder Stock Investing Newsletter at austin.substack.com/subscribe

This is part 2 of my review of Zscaler (ZS) Third Quarter 2019 Earnings. Today we will cover the questions and answer portion of the earnings call. ZS is currently a 7.5% position in my portfolio. We covered the results and prepared remark… Read More Get full access to Founder Stock Investing Newsletter at austin.substack.com/subscribe

Hey everyone, There will surely be a lot of headlines in the news today, many will probably negative because that’s what gets clicks but most of the headlines don’t matter. We’re focused on one story today: Zscaler’s Third Quarter 2019 Ea… Read More Get full access to Founder Stock Investing Newsletter at austin.substack.com/subscribe

Twilio Launches $750M Stock Offering This doesn’t alarm me at all. The stock seems to be down a few percent after hours. Maybe because of this news.. who knows. Intends to use the net proceeds for general corporate purposes, which may inc… Read More Get full access to Founder Stock Investing Newsletter at austin.substack.com/subscribe

Okta Chief Customer Officer, Krista Anderson-Copperman named one of the Bay Area’s Most Influential Women in Business. I don’t know the criteria for making this list, but I found this important because Okta chose to highlight it on their c… Read More Get full access to Founder Stock Investing Newsletter at austin.substack.com/subscribe

Jeff Green the Founder and CEO of The Trade Desk was on Mad Money with Jim Cramer on Tuesday May 14th. Here are my very rough notes: Cramer Intro:Stock down over last 2 weeks -- is it a buy?!? Cramer said the company reported very strong e… Read More Get full access to Founder Stock Investing Newsletter at austin.substack.com/subscribe

Hey everyone, This newsletter is hosted by Substack.com which makes it super easy for non-tech oriented folks like myself. They have recently introduced a podcast function so I’m going to give a quick daily podcast a shot. I’d love to know… Read More Get full access to Founder Stock Investing Newsletter at austin.substack.com/subscribe

This week’s podcast was incredible. I had the opportunity to interview Meagen Eisenberg, the Chief Marketing Officer (CMO) at TripActions. Prior to joining TripActions, Meagen was CMO at Mongo Database (MDB), a company we have owned in our portfolio for more than a year, and before that, Vice President of Marketing and Customer Acquisition at Docusign (DOCU). These are three incredible companies, and in my opinion, Meagen was a big part of what made each of them successful.

Hey Friends, Last year, Sarah and I started a podcast to share our journey investing in Founder-led stocks and hopefully inspire others to get started investing. We took a long hiatus because life got busy, but I’m going to do my absolute… Read More Get full access to Founder Stock Investing Newsletter at austin.substack.com/subscribe

After a 3 episode hiatus, Sarah's back and better than ever. During this episode we talk about: Our decision to buy a house in the next three years The impacts are of selling stocks in our taxable brokerage account to use as cash for a down payment. Please do us a huge favor to help us reach more people. Subscribe and leave a review share our link on social media and with real life friends. Check out our website for news about our stocks and portfolio updates: https://www.founderstocks.com

I'm honored to have the opportunity to share my conversation with Austen Allred (Twitter @AustenAllred), Co-Founder & CEO of Lambda School (Twitter @LamdaSchool). I walked away from our talk inspired and impressed by what an incredible person Austen is. Check out https://founderstocks.com/episode011 for complete show notes. If you like the podcast please do us a favor and subscribe, leave a review, and share it on social media. This will really help us grow!

I really enjoyed my conversation with Brian Stoffel. I am inspired by Brian's approach to prioritizing time with family, how he's aligned his work with his goals, and his ability to apply lessons learned from reading great books to his investing style and life in general.

Our guest today is Jason Moser from The Motley Fool (Twitter: @TMFJmo), He's an analyst for The Motley Fool, a grill master, beer enjoyer, and most importantly, a family man. On today's episode we talk about: What three stocks I use to describe Jason, how Jason started investing, how and why he joined The Motley Fool, how he started teaching his daughters about investing, and much more. https://founderstocks.com/episode009 for the related blog post.

For show notes head to https://founderstocks.com/episode008 On this episode we talk about 3 news articles in the headlines about stocks in our portfolio. These articles help outline why we invest in the most innovative companies we can find and how long-term investors like us can take advantage of Wall Street’s short term focus. Then we take a step back and begin a 2 part series on how to get started investing. We use the free Motley Fool Guide “13 Steps to Investing Foolishly” as a great...

It's early August and our Founder Stock portfolio is up 76% Year To Date. It's current value is $356,000. In 8 months, our portfolio has grown by $178,000. That's a lot more money than we make in a year combined. We never imagined these types of returns and it's literally changing out financial future. During the episode we review earnings from New Relic, Twilio, Alteryx, and The Trade Desk. We don't own The Trade Desk, but listen in to hear why we probably will soon!

During this episode we discuss: 1. Our current portfolio value. 2. Why I don't worry if people call our stocks "expensive" or "overvalued" 3. Earnings reports from two of our companies, Shopify and Square 4. What I was missing about Square's growth potential 5. Three companies of ours that are reporting their earnings next week Links Discussed: Shopify Second Quarter 2018 Earnings Report Square Second Quarter 2018 Earnings Report

July was a wild month. We were up as much as $40k and over 14%, but after a $20k drop on Friday, July 27th. We finished the month up $24k and 7.24%. Our Founder-led stock portfolio is now up 56% Year to Date. This can't continue! Check out www.founderstocks.com for information on all our holdings, our weekly research, and more details. Thanks for listening. Please subscribe, review, and share with friends so we can educate and inspire more people to get started investing.