#177: Eric Schleien with Haren Bhakta: Inside Ownership, Founder-Led Companies & The Skin in the Game Index

In this episode of The Intelligent Investing Podcast, host Eric
Schleien speaks with Haren Bhakta, creator of the Inside
Ownership Index, also known as the “Skin in the Game Index.”


The Inside Ownership 100 tracks companies with high insider
ownership, focusing on founder-led businesses where leadership
has real skin in the game. Eric and Haren discuss why founder
culture drives innovation, how insider ownership impacts
long-term returns, and what happens when legendary leaders like
Warren Buffett and Jeff Bezos step back from their companies.


Key Topics:




Why insider ownership matters for long-term compounding




The culture shift when founders leave (Intel, Nike,
Starbucks, etc.)




Backtesting results: founder-led companies vs. the S&P
500




How index funds rebalance after founders exit




What sectors benefit most from the Inside Ownership
methodology




Insights from Berkshire Hathaway, Nvidia, Amazon, Tesla, and
more




Resources & Links:




Guest Website: InsideOwnership.com




Guest LinkedIn: Haren Bhakta




Host Website: EricSchleien.com


Watch on YouTube: https://youtu.be/n10RUbD75co