The Intelligent Investing Podcast

Author: Eric Schleien

Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
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Genres: Business, Investing

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#177: Eric Schleien with Haren Bhakta: Inside Ownership, Founder-Led Companies & The Skin in the Game Index
Episode 177
Monday, 18 August, 2025

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