Founders at the Wheel

The idea

I believe founder-run companies beat hired-manager companies over time, because founders think in decades and own enough stock to feel every decision. This basket leans on mega-cap founders as ballast, then tilts heaviest toward founders with real skin in the game, filling out with founder-built software and a few under-the-radar names across sectors. I keep a small cash buffer and avoid concentrating in any single name, planning to hold for years unless a founder's ownership or control materially fades.