The Making of a Value Investor | Bear Market Lessons w/ Gautam Baid (TIP583)
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- Опубликовано: 24 май 2024
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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.
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IN THIS EPISODE, YOU’LL LEARN:
0:00:00 - Intro
0:00:48 - The impetus for Gautam writing a second book.
0:02:48 - Why journaling is an important practice for value investors.
0:04:57 - Why judging market sentiment is important and how investors can go about doing so.
0:08:33 - How Gautam came to the realization that quality of the business should be emphasized.
0:16:16 - Why a behavioral edge is the most accessible edge to individual investors today.
0:18:29 - Gautam’s biggest eureka moment in his journaling process.
0:20:18 - Why we should let our portfolio winners run.
0:26:25 - How Gautam thinks about liquidity and why Stan Druckenmiller considers it the most important thing in markets.
0:31:12 - The telltale signs that a bear market is complete.
0:37:55 - What companies you shouldn’t average down on in a bear market.
0:42:46 - Why different stocks require differing levels of patience.
0:44:57 - How quality businesses thrive during a bear market.
0:49:00 - How Gautam thinks about the Fed’s policies.
0:52:23 - How we can use the wisdom of markets to our advantage.
0:54:54 - How investors can best prepare themselves for the next bear market.
🎧 Listen to our episodes here: link.chtbl.com/TIP-WSB
🖊️ Access the transcript and learn more about the guest here: www.theinvestorspodcast.com/e...
📖 BOOKS MENTIONED:
- The Making of a Value Investor by Gautam Baid: amzn.to/3ZXOlWb
- The Joys Of Compounding by Gautam Baid: amzn.to/3Q3e7n8
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It’s a bit unfair to throw microcaps into junk category. Most 100 baggers were at some point microcaps. Quality isn’t predicated on market capitalization.
So are most bankruptcies btw.
You get his point, right? The probability of hitting a 100 bagger in microcaps (bear in mind there's no easy money anymore) is very low. Most microcaps are trash. Scaling a business is extremely hard
Awesome. Waiting for the book release, next on the list.
I read his other book. The joys of compounding. It was a joy to read. Hahaha. Wealth of wisdom coming from this young guy.
Glad you enjoyed it!
Thankyou 🙏
Whoa. I am an investor myself, watching Gautam Baid speak this well, with so much experience and insight just makes him so special.
Thank you for having him on your show, it is an absolute pleasure watching him. So much, so much to learn
Our pleasure!
Full of wisdom😊😊
Thank you Gautam and WSB for bringing us such a high quality discussion. Gautam’s insights and thought provoking questions from host will help value investors sleep a bit wiser than the day before.
Glad to help spread his wisdom! 🙏
As usual, brilliant from GautamBaid
Glad you enjoyed it! 🙌
Another great interview. Lots of notes taken - thanks Gautam and Clay!
Our pleasure!
Amazing interview, Gautam is always a delight to listen to. You always learn something new.
Thanks so much for tuning in!
Thank you, Gautam, for sharing your knowledge.
Thank you so much for watching!
Geat insights. Thank you
Glad you enjoyed it!
Great episode full of timeless Insights
Glad you found it valuable! 🙌
Gautam, whats your take on whole Adani scam? Its just ridic to govt institutions not even raising a finger at such people? Where do you think investors will get trust from?
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No one ever talks about having a portfolio of sell half on a double free positions n double down if they hit golden ratio . 618 to .786 then sell again on a double n rinse n repete over n over
How to survive a bear market: be rich enough to hold stuff
Kindly show his fund performance over 6 mths/ 1 year/ 2 years vs benchmark. Mere talk is useless and of no use
2 years is simply not long enough, even 5-10 years might not be enough. Warren Buffet has underperformed over long periods of time.
He underperformed in 7% of all of his rolling 10 years as a professional and 20% of his rolling 5 year periods.
There is a difference between lazy investment and long-term investment. Time has changed and what has worked in the past does not guarantee that it will work in the future. Long-term is also a culmination of the short term and if the short term is not headed in the right direction then what is the use of the long-term. I believe fund performance should be disclosed to all the participants. @@coindrop
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Gautam is just theoretical investor he has no skin in the game