Gautam Baid

Gautam Baid, a managing partner specializing in Indian equities and author of The Joys of Compounding, shares his insightful investing philosophy. He discusses the brutal math of compounding, emphasizing patience, quality, and the importance of journaling to refine judgment and learn from bear markets. Gautam explores market signals, the need for global diversification, and how to identify market bottoms. His reflections on liquidity cycles and the unique dynamics of the Indian market provide valuable perspectives for investors.