CASE STUDIES

Casey Baugh

Welcome to Case Studies with Casey Baugh. Join me as we explore the lives of inspirational individuals, and uncover the secrets to their success. For two decades, I've been on a mission to find the clues that lead to success in both business and life. In this podcast, we'll delve into the physical, mental, emotional, and spiritual dimensions of success. Through in-depth conversations and personal stories, we aim to dig up the valuable clues that success has left behind, providing you with the insights and wisdom you need to thrive in every aspect of your life. Our goal is not just to celebrate success but to dissect it, to understand the principles and practices that have led to exceptional achievements. By listening to the stories of those who've paved the way, you'll gain practical knowledge that you can apply to your own journey. Join me on this exciting journey of discovery and personal growth as we decode the mysteries of success together. Thanks for being part of it! Hosted on Acast. See acast.com/privacy for more information.

  1. 4h ago

    How a 21-Year-Old Gained Decades of Wisdom in a Single Year

    In this episode of Case Studies, Casey sits down with Eli Morgan, a 21-year-old BYU student building an AI business, who took Casey up on an unusual challenge: listen to every episode of the podcast and earn an hour-long sauna session. Eli did more than listen. Across 135 hours, through pneumonia, a leave of absence, and the hardest year of his life, he catalogued every lesson, read a book a week from guest recommendations, and put the principles to work. The result is a rare look at pattern recognition in action. Eli and Casey unpack the ideas that surfaced again and again: massive action, building the rejection muscle, Sunday planning, the seasons of life, giving before you have much, faith, and investing in the goose rather than chasing golden eggs. Casey shares why time has become his scarcest resource, and why the mentors who shape us most may never know our names. It's proof that wisdom compounds. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. Hosted on Acast. See acast.com/privacy for more information.

  2. Oct 13

    Brent Bohn: Highlight Episode

    In this engaging conversation, Casey Baugh sits down with Brent Bohn, an entrepreneur and leader in the McDonald’s franchise system, to explore his journey of building a high-performing organization rooted in excellence, innovation, and family values. Brent opens up about the lessons he’s learned through decades of leadership, from navigating the challenges of running a business to fostering a culture of growth and opportunity. He shares inspiring stories of elevating team members from entry-level roles to leadership positions, embodying the belief that no dream is out of reach with the right support and determination. Touching on themes of resilience, authenticity, and continuous improvement, Brent reflects on the pivotal moments that shaped his career and personal life, including the importance of vulnerability in leadership and balancing ambition with kindness. His insights are a powerful reminder that success is built not just on results, but on the people you empower along the way. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. Hosted on Acast. See acast.com/privacy for more information.

  3. Sep 30

    Casey Baugh: Betting on Trajectory Instead of Presentation

    In this episode of Case Studies, Casey goes solo to unpack what he calls the opportunity muscle, the ability to spot potential that everyone else walks past. Drawing on lessons from his mentor Todd Pedersen and patterns across more than 150 guest conversations, Casey shares the five-part framework he uses to evaluate any opportunity: character, competency, track record, trajectory, and resourcefulness. He explains why he bets on trajectory over presentation every time, and why the best opportunities rarely arrive polished. Casey walks through real examples from his own investing career, including a behavioral health acquisition built on trust rather than a flashy pitch, and an early bet on David Neeleman's Breeze Airways during COVID, when nearly every industry headwind hit at once. He also makes a case for concentration over scattered effort: saying no to good options clears the runway for great ones. Casey closes with four practical questions listeners can answer today to name their single biggest opportunity, find the person who can accelerate it, and take a first step within 24 hours. Entrepreneurs and investors chasing their next big opportunity will leave with a sharper filter for where to spend their time, money, and energy. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot” or “Sandlot Partners”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. For more information on Sandlot’s portfolio of investments, please visit our website at https://sandlotpartners.com. Hosted on Acast. See acast.com/privacy for more information.

  4. Sep 16

    How Fresh Starts and Faith Rebuilt a Broken Kid Into an All-American

    In part one of this episode, Casey sits down with Fesi Sitake, wide receivers coach at BYU and a rare figure who has spent his entire coaching career without ever leaving Utah. Fesi's story is not just a football story; it is a study in how a person rebuilds themselves. He walks through a childhood shaped by poverty, a home with more than twenty relatives under one roof, the slow loss of his mother to a rare genetic disease, and the quiet mentors who refused to let him disappear. What emerges is a conversation about reinvention. Fesi shares how deliberate fresh starts, a transformative mission, and an All-American career at Southern Utah taught him that joy is a matter of focus, not circumstance. He and Casey explore the culture Kalani Sitake has built at BYU, why loyalty and love outlast pressure, and how leaders stay humble and hungry without letting their past define them. The result is a masterclass in resilience and self-belief. Anyone carrying a hard story who wants to turn it into fuel will find this hour unforgettable. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot” or “Sandlot Partners”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. Hosted on Acast. See acast.com/privacy for more information.

  5. Sep 9

    From Homeless Teen to Turnaround CEO Trusted With Companies in Crisis

    Delyle Bloomquist grew up homeless at times, without food, in a family torn apart by divorce and financial stress. In this episode of Case Studies, he tells Casey how a bishop's quiet decision to enroll him in a mission, and a mission president's insistence he apply to college, redirected the entire trajectory of his life. Delyle unpacks the career that followed: leading turnarounds for global chemical businesses, running Tata's chemical division, and serving as CEO of Rainier Advanced Materials. He explains why equity has to cascade past the C-suite, why crisis reveals who truly runs toward the fire, and why divine providence only shows up after you've done everything within your own power. A conversation about resourcefulness, resilience, and the small acts that quietly change a life. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC ("Sandlot" or "Sandlot Partners") or any of its affiliates ("Fund"). Any such offer or solicitation will be made only by means of each respective Fund's confidential Private Placement Memorandum ("PPM"), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the "Offering Documents"), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners' Form ADV, which is publicly available on the SEC's Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. Hosted on Acast. See acast.com/privacy for more information.

  6. Sep 2

    Zack Andersen on Why You Can't Beat Someone Who Simply Refuses to Quit

    Zack Andersen started as a 15-year-old fridge stocker and car detailer, got paid to read books, and turned that habit into a 7-figure career by age 23. Casey sits down with Zack to trace the blueprint behind that transformation, from door-to-door sales to managing teams to a life he once couldn't imagine. Their conversation covers role models, momentum, and the discipline of not quitting when accounts aren't closing and the weather turns cold. Zack's formula: get clear on what you want, find people who've already done it, extract their blueprint, refuse to stop. What emerges is a story less about talent and more about identity, habit, and compounding effort over a decade. A masterclass in the quiet mechanics behind big outcomes. [00:00] Introducing Zack Andersen and Today's the Day [02:27] Wrapping Three Seasons of the Podcast [02:53] An Improbable 18-Year Friendship [03:16] Meeting at the Dunns' House [06:24] Casey's Own God Moments with Alex [15:16] Why This Story Deserves a Scientific Breakdown [18:31] The Porsche, the Books, and the Hook [22:00] Chaos as Fuel, Not Excuse [27:09] The $100 Book Habit Explained [31:38] Tasting Success on a Vegas Flight [38:29] The Brutal First Summer Selling [42:24] Locked Out in Spain, Told No [48:08] You Can't Beat Someone Who Won't Quit [1:02:04] The Blueprint: Clarity, Examples, Never Quit [1:31:40] Zack's Future Top Ten Dreams The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot” or “Sandlot Partners”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. Hosted on Acast. See acast.com/privacy for more information.

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About

Welcome to Case Studies with Casey Baugh. Join me as we explore the lives of inspirational individuals, and uncover the secrets to their success. For two decades, I've been on a mission to find the clues that lead to success in both business and life. In this podcast, we'll delve into the physical, mental, emotional, and spiritual dimensions of success. Through in-depth conversations and personal stories, we aim to dig up the valuable clues that success has left behind, providing you with the insights and wisdom you need to thrive in every aspect of your life. Our goal is not just to celebrate success but to dissect it, to understand the principles and practices that have led to exceptional achievements. By listening to the stories of those who've paved the way, you'll gain practical knowledge that you can apply to your own journey. Join me on this exciting journey of discovery and personal growth as we decode the mysteries of success together. Thanks for being part of it! Hosted on Acast. See acast.com/privacy for more information.

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