The Intelligent Investing Podcast The Intelligent Investing Podcast

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

Aug 18, 2025 · 20m

Summary

Eric Schlein interviews Aaron Bakta, creator of the Inside Ownership 100 Index, which tracks stocks with significant insider holdings. Bakta argues that founder-led companies outperform because founders drive innovation and culture, citing examples like Intel and Walmart. He explains his strategy reduces exposure to companies once founders leave, aiming to capture superior returns compared to standard indices.

Listen ad-free on Castria