The Making of a Value Investor | Bear Market Lessons w/ Gautam Baid (TIP583)
发布时间 2023-10-21 23:45:00 来源
摘要
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Clay is joined by Gautam Baid to discuss his new book, The Making of a Value Investor.
Gautam Baid, CFA is the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. Gautam is also the Equity Advisor of Complete Circle Stellar Wealth PMS, a portfolio management service which is available to Indian citizens and NRIs globally. Both funds are modeled after the Buffett Partnership fee structure and invest in listed Indian equities with a long-term, fundamental, and value-oriented approach.
Gautam is author of the international best-seller on value investing, The Joys of Compounding. In 2018 and 2019, he was profiled in Morningstar’s Learn from the Masters series.
▶️ RELATED EPISODES:
- Investing in Quality Businesses & the Art of Lifelong Learning w/ Gautam Baid: https://youtu.be/_9l5XTZY5b0
- The Joys of Compounding by Gautam Baid | Important Lessons: https://youtu.be/SasfZdHrzFU
- The Best Investment You Can Make | The Joys of Compounding by Gautam Baid: https://youtu.be/bYWq6nkWGBE
- A Simple 4-Step Process to Achieving Financial Independence | Gautam Baid's The Joys of Compounding: https://youtu.be/WTMeGbL8jCU
- MIND-BLOWING Returns in Commodities, Cyclicals, & Spinoffs | Gautam Baid: https://youtu.be/Xtahs2Gdyw8
- The Holy Grail of Long-Term Value Investing | The Joys of Compounding Insights: https://youtu.be/6ZDYAGNkHw8
IN THIS EPISODE, YOU’LL LEARN:
- The impetus for Gautam writing a second book.
- Why journaling is an important practice for value investors.
- Why judging market sentiment is important and how investors can go about doing so.
- How Gautam came to the realization that quality of the business should be emphasized.
- Why a behavioral edge is the most accessible edge to individual investors today.
- Gautam’s biggest eureka moment in his journaling process.
- Why we should let our portfolio winners run.
- How Gautam thinks about liquidity and why Stan Druckenmiller considers it the most important thing in markets.
- The telltale signs that a bear market is complete.
- What companies you shouldn’t average down on in a bear market.
- Why different stocks require differing levels of patience.
- How quality businesses thrive during a bear market.
- How we can use the wisdom of markets to our advantage.
- How Gautam thinks about the Fed’s policies.
- How investors can best prepare themselves for the next bear market.
🎧 Listen to our episodes here: https://link.chtbl.com/TIP-WSB
🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/preparing-for-the-bear-market-to-come-w-gautam-baid/
📖 BOOKS MENTIONED:
- The Making of a Value Investor by Gautam Baid: https://amzn.to/3ZXOlWb
- The Joys Of Compounding by Gautam Baid: https://amzn.to/3Q3e7n8
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
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