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

FeaturedAugust 27, 2026

'Claudeforce' Gives CRM New Earnings Opportunity While Maintaining Moat

Salesforce (CRM) will be a company that benefits from AI instead of being disrupted by it, says Michael Monaghan after seeing the software giant's earnings. He adds that Anthropic's Claude being integrated into Agentforce will add pricing power to Salesforce's future earnings. Michael offers more insight into how earnings and Anthropic give Salesforce renewed momentum in the software trade.

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'Claudeforce' Gives CRM New Earnings Opportunity While Maintaining Moat

Also This Week

Fintech TVAugust 12, 2026

Why AI Spending Could Drive the Next Market Rally

Schwab NetworkAug 5, 2026

How AI & Economic Growth Are Creating Opportunities in BE, PLTR, and WCN

BNN BloombergAug 5, 2026

Michael: SpaceX will be the classic overnight success

Founder Factor · Weekly Newsletter

Issue #13 · August 11, 2026

The Bar

Nine of our Founders reported across four sessions. Revenue growth among the eight that report a revenue line ran from 20% to 104%. Five of the nine fell anyway, one by 19.0% on a day it raised full-year guidance. Inside: what happened to Datadog a week after we spotlighted it, SpaceX's first quarter as a public company, the setup into Nebius and CoreWeave, which report within twenty-four hours of each other this week, and a jobs number that changed the rate conversation.

The Payoff

The Memory Issue

Featured in the Media

BNN Bloomberg·July 28, 2026

“Cassidy on AI: 'We think that these 'investments are going to create long-lived assets'”

Lauren Cassidy, CIO at Founder ETFs, joins BNN Bloomberg to provide an outlook ahead of Big Tech earnings

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InvestmentNews·July 28, 2026

“Why companies run by their founders tend to beat the market”

Lauren Cassidy, founder and CIO at Founders 100 ETF, sits down with InvestmentNews anchor Gregg Greenberg to explain why companies run by their founders tend to outperform the market.

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Schwab Network·July 16, 2026

“Banks Are Thriving, IPOs Are Back, and Lauren Cassidy Sees More Upside Ahead”

Lauren Cassidy explains why investors should look beyond chipmakers and pay attention to the broader AI ecosystem, including software, cybersecurity, cloud infrastructure, and observability.

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FinTech TV·July 8, 2026

“Why Founder-Led Companies Are Winning the AI Revolution”

Lauren Cassidy explains why she believes today's banking environment is the strongest in decades, driven by healthy capital markets, renewed IPO activity, and resilient lending trends. She also shares her outlook on private credit, market growth through 2027, and the upcoming earnings reports.

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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.