Supertake
Illustration for The Divorced Founders Club

The Divorced Founders Club

Vasanth Kamath@vasanthkamath

−0.3%

since Sep 30

Practice

The idea

This one is mostly for fun: the only real screen is that the founder has been divorced at least once, from record-setting settlements to serial remarriers to quieter cases who split and kept building. There's no real economic thesis behind it, just a playful way to end up holding a spread of big, founder-driven American companies across tech, logistics, finance, and a few wildcards. I keep a small cash buffer and spread bets across names rather than leaning on any single founder's story, treating it as a long-term hold rather than something to trade on headlines.

What it owns

  • · , , , , , 33%
  • · , , , 27%
  • · , , 21%
  • · , 10%
  • · , 4%
  • Cash5%