#154 Why the S&P 500 Ignores Founders — And How This ETF Fixes It | Haren Bhakta, Inside Ownership

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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.