After my conversation with Haren Bhakta, I found myself thinking about something much bigger than investing.

Ownership.

In this episode of After The Conversation, I reflect on the ideas that stood out most from our discussion about investing, leadership, founder-led companies, and what it means to think like an owner.

We talked about the stock market, the S&P 500, insider ownership, and why some investors believe companies led by people with significant ownership stakes may make better long-term decisions.

But the deeper question that stayed with me was this:

How does ownership change behavior?

Whether we're talking about businesses, investing, leadership, or life itself, people often make different decisions when they have skin in the game.

In this episode, I share what resonated with me, where I'm still wrestling with the ideas, and why I think reflection is one of the most valuable parts of any meaningful conversation.

Topics discussed:

• My reflections on the conversation with Haren Bhakta
• Why ownership changes incentives
• Thinking like an owner versus thinking like a consumer
• Founder-led companies and long-term decision-making
• Does a company change when its founder leaves?
• What investors often overlook
• The importance of consistency in investing
• Where I agreed—and where I'm still thinking
• Lessons about trust, leadership, and responsibility

The goal of After The Conversation isn't to reach a final conclusion.

It's to slow down, think deeply, and continue the conversation after the microphones are turned off.

Because understanding doesn't end when the episode does.

Social Media:

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Intro: Head In The Clouds by Matthew Morelock

Outro: Surfaces Type Beat - Jellyfish Beats

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