Growth Curve By Austin Lieberman

Hey Friends,

Last year, Sarah and I started a podcast to share our journey investing in Founder-led stocks and hopefully inspire others to get started investing. We took a long hiatus because life got busy, but I’m going to do my absolute best to start publishing a podcast every Monday again. Sarah will be on the show when possible, but it’s tough for us both to get the time to record each week…we will do our best because she truly is the star of the show.

This week’s podcast was incredible. I had the opportunity to interview Meagen Eisenberg, the Chief Marketing Officer (CMO) at TripActions. Prior to joining TripActions, Meagen was CMO at Mongo Database (MDB), a company we have owned in our portfolio for more than a year, and before that, Vice President of Marketing and Customer Acquisition at Docusign (DOCU). These are three incredible companies, and in my opinion, Meagen was a big part of what made each of them successful.

Here’s a photo of Meagen and one of her daughters which I borrowed from a LinkedIn post of hers.

There are two ways you can listen to the podcast. Either directly through this email (above) or on your favorite podcast app (links below). I’d love to know which method you prefer. You can either reply to this email or let me know in the comments below.

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I really enjoyed talking to Meagen. She is such a talented and authentic leader. Here were my three biggest takeaways. I’d love to know what yours are.

Hard work and persistence are key to being successful at anything we do (business, parenting, friendships, etc)

Never stop learning. Meagen has 22+ years of experience and has held executive roles at some of the most innovative companies of our time....and she’s still curious/learning every day

Parenting (and relationships in general) aren't about quantity (of time), but quality. It's clear that Meagen is a wonderful example for her daughters and other parents as well.

And the timestamps for our conversation:

0:00 - Intro

1:50 - How have you maintained tenacity and work ethic?

2:30 - As a leader, how do you know when to push the limits and when to slow down/hold back?

5:00 - Explanation of Docusign, MongoDB, and TripActions

8:00 - International Women's day

10:13 - How have you helped scale such incredible teams/orgs?

11:20 - What are you excited about w/TripActions right now?

15:12 - Challenges on your radar?

17:04 - What makes a successful leader/founder?

18:00 - How has the cloud and social changed marketing and your job as a CMO?

19:30 - What will be the biggest change in tech and marketing in 5-10 years?

20:40 - An area you'd like to see tech improve?

22:23 - Your experience as an advisor and how it has made you a better CMO?

24:50 - Thoughts on raising your daughters?

28:25 - Last time you were late to work?

29:20 - Last time you lost an argument with one of your daug

After a 3 episode hiatus, Sarah's back and better than ever.

During this episode we talk about:

Our decision to buy a house in the next three years
The impacts are of selling stocks in our taxable brokerage account to use as cash for a down payment.

Please do us a huge favor to help us reach more people. Subscribe and leave a review share our link on social media and with real life friends.

Check out our website for news about our stocks and portfolio updates: https://www.founderstocks.com

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I'm honored to have the opportunity to share my conversation with Austen Allred (Twitter @AustenAllred), Co-Founder & CEO of Lambda School (Twitter @LamdaSchool). I walked away from our talk inspired and impressed by what an incredible person Austen is. Check out https://founderstocks.com/episode011 for complete show notes.

If you like the podcast please do us a favor and subscribe, leave a review, and share it on social media. This will really help us grow!

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I really enjoyed my conversation with Brian Stoffel. I am inspired by Brian's approach to prioritizing time with family, how he's aligned his work with his goals, and his ability to apply lessons learned from reading great books to his investing style and life in general.

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Our guest today is Jason Moser from The Motley Fool (Twitter: @TMFJmo), He's an analyst for The Motley Fool, a grill master, beer enjoyer, and most importantly, a family man. On today's episode we talk about: What three stocks I use to describe Jason, how Jason started investing, how and why he joined The Motley Fool, how he started teaching his daughters about investing, and much more.
https://founderstocks.com/episode009 for the related blog post.

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For show notes head to https://founderstocks.com/episode008

On 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

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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!

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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 Square

4. What I was missing about Square's growth potential

5. Three companies of ours that are reporting their earnings next week

Links Discussed:

Shopify Second Quarter 2018 Earnings Report

Square Second Quarter 2018 Earnings Report

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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.

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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:

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Get on the email list at austin.substack.com