Founder Stock Investing

For show notes head to https://founderstocks.com/episode008On 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 starting Become a supporter of this podcast:https://anchor.fm/founderstockinvesting/support Get full access to Founder Stock Investing at austin.substack.com/subscribe

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

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 Square4. What I was missing about Square's growth potential5. Three companies of ours that are reporting their earnings next weekLinks Discussed:Shopify Second Quarter 2018 Earnings ReportSquare Second Quarter 2018 Earnings Report Become a supporter of this podcast:https://anchor.fm/founderstockinvesting/support Get full access to Founder Stock Investing at austin.substack.com/subscribe

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

There's always a lot of reasons not to invest. We talk about why we ignore these reasons and invest on the side of the data. Over the last 100+ years, the stock market has increased 2 out of every 3 years for an average of a 10% increase a year. We also review Microsoft's earnings because they're a great indication of how many of our cloud and software-based portfolio holdings should perform and we talk about two of our holdings Twilio and Mongo Database. Become a supporter of this podcast:https://anchor.fm/founderstockinvesting/support Get full access to Founder Stock Investing at austin.substack.com/subscribe

Quick portfolio update: +$30k for July and up 62% year to date, our 4 rules for getting started investing, the 3 types of accounts we use, where we research stocks (and what sites we ignore), and grade Pivotal Software against our 10 investing criteria. Please Subscribe and listen to our new episodes every Monday Become a supporter of this podcast:https://anchor.fm/founderstockinvesting/support Get full access to Founder Stock Investing at austin.substack.com/subscribe

There's a lot of people who talk about stocks on the internet. Most of them don't share their results. We're different. We are going to share our results. Good or bad and share exactly what stocks we are invested in. We are not financial advisors and we are not recommending people buy the stocks we own. We want to share our process and help inspire others to do their own research, find founder-led stocks they love, and invest their own money. Become a supporter of this podcast:https://anchor.fm/founderstockinvesting/support Get full access to Founder Stock Investing at austin.substack.com/subscribe

A lot of people make investing sound really complicated. It doesn't have to be. Founder Stock Investing is a show about how our family invests our money. We share our process, our returns, what stocks we own, why we own them, and the emotional aspect of investing. Become a supporter of this podcast:https://anchor.fm/founderstockinvesting/support Get full access to Founder Stock Investing at austin.substack.com/subscribe