If you haven't heard, @brianferoldi and I are building a portfolio from scratch on Commonstock. You can see our portfolio by following us here.

We recently announced our first stock purchase: Axon Enterprise $AXON. Here's what you need to know about the company.

The company started with TASERs, but has moved on to body cameras and -- most importantly for us -- software solutions like Axon Evidence, Axon Records, and Axon Dispatch.

We believe there's multiple wide moats around the company.

The results have been strong and the company has a solid balance sheet with positive free cash flow.

Turning to leadership, the big thing to know about co-founder Rick Smith is that he's given up his salary in return for a huge payday in terms of stock ownership. That's why net income was negative last year.

We also believe the future is VERY bright

And it's been a GREAT investment

How about risks?

Want to know how the stock is doing if you follow along? Here are the three things we'll keep an eye on