#177: Eric Schleien with Haren Bhakta: Inside Ownership, Founder-Led Companies & The Skin in the Game Index
Topics discussed
Introduction to the Inside Ownership 100 Index
Genesis of the fund and the Buffett float adjustment problem
Founder impact on culture: Intel, Nike, and Starbucks examples
Why founder-led companies innovate and outperform
Sector performance and methodology repeatability
Historical backtesting of founder-led vs. S&P 500 returns
Business model, copying risks, and upcoming index launches
Small cap challenges and the 'survivorship bias' issue
Nvidia IPO history and the power of holding stocks
Implementation via SMAs and the Walmart insider exit
The link between founders and low-cost producer status
Rebalancing logistics, fees, and where to find more info
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