Gautam Baid

In this conversation, Gautam Baid, a value investing expert and author, shares insights from his latest book. He emphasizes the significance of journaling in recognizing market sentiment and investor behavior. Gautam discusses how prioritizing quality businesses can enhance investment strategies during bear markets. He also reveals how liquidity is crucial for success and the importance of letting winning portfolios run. Listeners will find actionable strategies to navigate economic downturns and foster long-term wealth creation.

In this chat, Gautam Baid, best-selling author and Managing Partner of Stellar Wealth Partners India Fund, shares his inspiring journey from Kolkata to Wall Street. He discusses the passion that drives his lifelong learning and the significance of investing in high-quality businesses. Baid highlights why India's economic rise presents lucrative opportunities for investors and emphasizes the importance of resilience and informed decision-making in investment strategies. His insights into innovative fee structures and the benefits of continuous learning make for a compelling discussion.

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.