(#206) After The Conversation: Ownership, Investing & Thinking Like an Owner w/ Haren Bhakta

Send us Fan MailAfter 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 responsibilityThe 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:Insta/X: kyleTHEhortonYoutube: KyletalkssTiktok: KyleTalkssIntro: Head In The Clouds by Matthew MorelockOutro: Surfaces Type Beat - Jellyfish BeatsSupport the show