📈 What You’ll Learn from This Interview with Gautam Baid:
🌱 Gautam’s Journey: Discover how his childhood and early experiences shaped his approach to investing and life.
📚 Lessons from Mentors: Hear fascinating stories about his mentors, including how he got a response from Warren Buffett!
🧠 Evolution of Value Investing: Learn how Gautam’s strategies have evolved over time and what principles he still holds today.
🛠️ Mental Models in Action: Understand how he balances simplicity and complexity when applying mental models to investing decisions.
🕰️ Power of Patience: Get insights into the importance of time and patience in investment success stories.
🧘♂️ Emotional Mastery: Practical strategies to manage emotions and stay grounded during market highs and lows.
🧐 Staying Humble: How to keep humility when everything seems to be going right and you feel invincible.
⏰ Allocating Time: Get a glimpse into Gautam’s typical day and how he allocates time.
📽️ Invest 50 minutes of your time to gain lifelong investing wisdom!
Connect with Gautam :)
X - https://x.com/Gautam__Baid
LinkedIn - https://www.linkedin.com/in/gautam-baid-cfa-b40b7110/
Stellar Wealth Partners - https://stellarwealthindia.com/
The Joys of Compounding - https://www.thejoysofcompounding.com/
Connect with me :)
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Time Stamps
00:00 Intro
01:05 Who is Gautam?
01:50 Early Formative Years
09:30 Adversity
12:30 How has your life changed since...?
16:00 Mentors and Letter from Warren
19:00 How has your philosophy evolved...?
25:40 Stellar Wealth Partners
28:40 Position Construction and Sizing
31:10 When to be Patient and...?
34:30 Market Cap Preference
37:50 Simplicity vs Complexity
41:50 Informational Diet
45:00 How to Stay Sane...?
47:50 Time Allocation
50:00 Biggest Fear? Good Memory? Meaning of Life?
Share this post