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#154 Why the S&P 500 Ignores Founders — And How This ETF Fixes It | Haren Bhakta, Inside Ownership
Description
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Connect with Haren Bhakta:
firm website: www.insideownership.com
Youtube: https://www.youtube.com/@OwnershipIndex
Timestamps:
00:00 Podcast Introductions
00:19 Haren’s Career Journey
01:23 Microcap Proxy Battle
03:12 Finding Microcap Ideas
04:04 Berkshire Aha Moment
07:14 Free Float Explained
08:16 Power Law Returns
10:17 Founders and Innovation
12:24 IBM Leadership Lesson
15:59 Passive Indexing Problem
21:21 Inside Ownership Index
22:25 Insiders and Weighting
25:38 100 Bagger Research
26:20 Insider Ownership Edge
27:19 Skin in the Game
29:02 Electrons vs Atoms
33:12 Indexing in Winner Take All
37:17 Rethinking Valuation
40:27 Launching the ETF
40:49 Fast Partner and Costs
48:37 Marketing and Lessons
49:55 Global Expansion Plans
51:11 Wrap Up and Contact
Disclaimer:
Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.