The Security Analysis Podcast

Gautam Baid: The Making of a Value Investor

Apr 17, 2024
Gautam Baid, a CFA and Managing Partner of Stellar Wealth Partners India Fund, discusses value investing in Indian equities, his investing journey, and insights on holding overvalued great businesses. He emphasizes the power of quality investing, optimal portfolio composition, and essential advice for new value investors. The podcast covers navigating a bear market in India, understanding valuation in investing, and market sentiment in various market phases.
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