Founder Stock Investing

Welcome to Founder Stock Investing!I spend my week learning about the world’s best founder-led companies and put the best of what I learn into this newsletter to:Save you timeKeep you informed about company-related news that matters for investorsShare stories about optimism and positivity because technology is making the world a better placeJoin me on my journey to take the long view and invest with a public venture capital mindset. If you want to be smarter and like investing in these world-changing companies subscribe here.Quick note: if you’d like to listen to the audio version of this newsletter you can either hit the play icon above or search “Founder Stock Investing” on your favorite podcast player.Founders FocusExact Sciences (EXAS) granted FDA emergency use authorization for COVID-Flu Multiplex AssayQuotes from the articleThere is an FDA-approved/cleared test for the qualitative detection and identification of SARSCoV-2, influenza A virus and influenza B virus (among other

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 podcast player (links below).This podcast is part of my free investing newsletter. There is an option to pay $5/month or $50/yr if you want to help support the newsletter and podcast. We also appreciate you hitting the heart to “like” this post and sharing it on your favorite social media platforms to help others find us.Subscribe to the podcast, listen, and leave us a review on:Apple iTunesGoogle PlaySpotifyStitcherTopics Discussed & Approximate Timestamps 2:20 Kinsey Intro + How we connected over Twitter

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 reportMicrosoft (MSFT) Q2 FY 2020 Earnings ResultsEarnings Call TranscriptSatya Nadella -- Chief Executive OfficerMicrosoft Teams is the leading hub for teamwork. Now with more than 20 million daily active users, people are increasingly engaged across the platform in richer forms of communication and collaboration, participating in more than 27 million meetings a month. Integrated calendaring, pop-out chats and one touch to join meetings from your phone keeps work, conversations and meetings in the context, eliminati

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 reason, I feel compelled to start the podcast back up. If you’re reading via email, you’ll still continue to get updates and podcasts you can play directly in your inbox. You’ll also be able to listen through your favorite podcast player so please, subscribe to Founder Stock Investing and leave a review. It will help others find us!Apple PodcastsSpotifyAll results through October 11, 2019.7-Day return: +1.57%Year-to-date return: +25%Transactions: 0Holdings & allocation %Alteryx (AYX): 19%The Trade Desk (TTD): 19%Twilio

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 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 remarksFrank Calderoni — Chief Executive OfficerI 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 operational performance.On the competitive landscape.We believe we are the leading modern business planning platform as we are the only connected planning solution that can address the phenomenon of digital transformation. The rapid growth and expansion we are seeing is the result of the key role Anaplan plays in helping enterprises, regardless of industry, adapt faster to the increased business dynamics.Land with a new customer. This quarter, one of our largest insurance companies in the world selected Anaplan as part of a larg

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 at austin.substack.com/subscribe

Salesforce Signs Definitive Agreement to Acquire TableauThis 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 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 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 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 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 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 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 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. Become a supporter of this podcast:https://anchor.fm/founderstockinvesting/support Get full access to Founder Stock Investing at austin.substack.com/subscribe

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 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 yearsThe 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 Become a supporter of this podcast:https://anchor.fm/founderstockinvesting/support Get full access to Founder Stock Investing at austin.substack.com/subscribe

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! Become a supporter of this podcast:https://anchor.fm/founderstockinvesting/support Get full access to Founder Stock Investing at austin.substack.com/subscribe

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. Become a supporter of this podcast:https://anchor.fm/founderstockinvesting/support Get full access to Founder Stock Investing at austin.substack.com/subscribe

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. Become a supporter of this podcast:https://anchor.fm/founderstockinvesting/support Get full access to Founder Stock Investing at austin.substack.com/subscribe