Jun. 25 at 10:20 PM
Founder-led companies tend to perform better than those that are not.
These are my top 20:
16.
$SNPS | Aart de Geus
17.
$MELI | Marcos Galperin
18.
$CRWD | George Kurtz
19.
$HOOD | Vlad Tenev
20.
$NET | Matthew Prince
Are you invested in any of these?
Founder-led companies often outperform because founders think in decades, not quarters.
Aart de Geus built SNPS into a critical piece of global chip-design infrastructure. Marcos Galperin turned MELI into Latin America's dominant e-commerce and fintech platform. George Kurtz continues to benefit from rising cybersecurity demand through CRWD. Vlad Tenev is reshaping retail finance with HOOD, while Matthew Prince has positioned NET as a key player in cloud security and edge computing.
Different industries, same advantage: founder culture, execution, and long-term vision.
If you could own only one founder-led company for the next decade, would you choose the "picks-and-shovels" play SNPS, the regional powerhouse MELI, or high-growth platforms like HOOD and NET?
