22min chapter

The Security Analysis Podcast cover image

Gautam Baid: The Making of a Value Investor

The Security Analysis Podcast

CHAPTER

Journey from Aspiring Analyst to Successful Portfolio Manager

This chapter details the speaker's path from initial stock market investments to becoming a portfolio manager, including setbacks, job rejections, and relentless pursuit of knowledge. It emphasizes launching an investment career during a bear market, focusing on value investing, and building a solid track record. The chapter also discusses the importance of investment philosophy, variant perception, and investing in strong businesses for long-term wealth creation.

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