The article highlights three founder-led stocks from a screen: Sweetgreen, Techtronic Industries and Oracle. Sweetgreen, a U.S. fast-casual chain focused on healthy salads and bowls with a US$1.2b market cap, generated US$682 million in food and beverage sales, but comparable restaurant sales fell 6.2%, with a 4.2% negative mix and no price increase. Techtronic Industries, with a market cap of HK$228.8b, sells power tools and outdoor equipment under the MILWAUKEE and RYOBI brands, and the article points to its exposure to durable, fast-growing construction end markets. Oracle, with a US$391.5b market cap, generated US$62.8b from cloud and software, and Larry Ellison has directed capital toward cloud infrastructure, including OpenAI's 2024 expansion to Oracle Cloud Infrastructure.
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