News & Insights

The Founder
Perspective.

Research, commentary, and conversations on Founder-Led investing, from the team at FFF and the voices shaping the market.

All In the Press Podcasts

FeaturedJuly 1, 2026

Lauren Cassidy, CFA, Named Chief Investment Officer of the Founders 100 ETF (FFF)

Cassidy brings more than 23 years of institutional equity research and portfolio management experience, including roles at Sanford Bernstein, Cantillon Capital, J.P. Morgan Asset Management, and Westwood Holdings Group, where she co-managed billions across Large Cap Quality Value, All Cap Value, and Mid Cap Value strategies. She holds an MBA with Honors from Columbia Business School's Value Investing Program and a BBA with Honors from Southern Methodist University's Cox School of Business.

Press Release

Also This Week

Schwab NetworkJuly 1, 2026

Lauren explains why she believes Founder-Led companies tend to perform stronger compared to peers.

Bloomberg TelevisionJune 29, 2026

Why Founder-Led Stocks? Michael Monahan on Bloomberg ETF IQ

Fintech TVJune 29, 2026

Where Are Investors Finding the Next Big Opportunities?

Talking StockApril 30, 2026

Market Pullback or Buying Opportunity?

Founder Factor · Weekly Newsletter

Issue #9 · July 14, 2026

The Great Sorting Begins

Earnings season opens with reports from the money center banks, Goldman, and the CPI print on Tuesday, as well as BlackRock and Morgan Stanley on Wednesday. We spotlight Founder Larry Fink of BlackRock this week just as private credit fears meet reality. Inside this issue, you'll find our Q2 Financials preview, why we think the private credit controversy is overblown, the CPI setup for Kevin Warsh's Fed, and our full Founders earnings season calendar on the last page.

Read Issue #9

Founders Solve the Unsolvable

July 7, 2026

Where's the inflection? This week: Memory.

June 30, 2026

View all issues →

Featured in the Media

AUSBIZ·May 20, 2026

“Nvidia's 'Token Factory' Vision and the Insatiable AI Supercycle”

Michael highlights Nvidia’s new edge computing revenue line as a sign the company aims to diversify beyond hyperscalers and build what Jensen Huang frames as “token factories” rather than simply selling GPUs.

WATCH VIDEO

BNN Bloomberg – The Close·May 20, 2026

“NVIDIA Earnings Preview & AI Stock Outlook”

Michael Monaghan joined BNN Bloomberg to discuss NVIDIA earnings, Oracle’s AI infrastructure opportunity, Palantir’s growth, enterprise software, and key risks shaping the market.

WATCH VIDEO

Schwab Network·May 15, 2026

“Michael Monaghan Breaks Down Founder ETFS and Key Names.”

Michael Monaghan points to the Founders 100 ETF (FFF), which includes names like Nvidia, Meta Platforms, and Salesforce. He highlights Palantir as institutional interest grows, and sees Oracle gaining traction in cloud

WATCH VIDEO

Yahoo Finance·May 15, 2026

“Michael Monaghan joins Market Domination Overtime to discuss ways to play the tech-led market.”

Michael Monaghan on Oracle's AI infrastructure bet, Palantir's valuation case, and why enterprise software multiples are set to expand, not compress.

WATCH VIDEO

The Podcast

Founders &
Capital

Conversations with the founders, investors, and thinkers shaping the next generation of company building. Watch on YouTube or listen wherever you get podcasts.

Full Signal: All in on Founder-Led Companies

Lauren Cassidy joins Phil Rosen on Full Signal to discuss her highest-conviction stock picks, why she is all-in on Founder-Led public companies, and the software bull case within the AI trade.

Founder-Led Companies: The Market Edge Nobody's Talking About

Michael Monaghan talks about how FFF separates itself from traditional index ETFs like SPY and QQQ.

Philip Masiello: Why Founder-Led Companies Win

Michael Monaghan talks about what makes founder-Led companies different — and why that difference matters to investors, operators, and entrepreneurs alike.