MI279: The Joys of Compounding w/ Gautam Baid
发布时间 2023-07-04 09:00:00 来源
摘要
Robert Leonard & Gautam Baid discuss Gautam's investment evolution, Buffett's influence, behavioral edge, simpler businesses, value traps, negative info, disqualifying features, Indian stock market & more!
Gautam Baid is the Managing Partner of Stellar Wealth Partners India Fund and Equity Advisor of Stellar Wealth PMS. He has a long-term, value-oriented approach and has worked in portfolio management and investment banking. Gautam is also the author of The Joys of Compounding.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:30 - How Gautam’s investment philosophy has evolved over the years after discovering the art of intelligent investing through teachings of Warren Buffett and value investing.
11:22 - Why he believes the biggest edge investors can have in markets today is behavioral rather than informational?
22:45 - What are “disqualifying features” and how investors can apply these into their own investment checklists?
25:52 - Why Gautam focuses on investing in simpler businesses that require fewer assumptions.
32:27 - Why great companies may not always be great stocks.
35:06 - How to distinguish between a company that is undervalued and out of favor vs a value trap?
47:52 - Why incorporating “negative information” into your investment process may be useful.
53:56 - His thoughts on the potential opportunities in the Indian stock market within the scope of a value oriented, fundamental lens.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Check out Gautam’s book: The Joys of Compounding.
Check out: Stellar Wealth Partners.
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