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We Study Billionaires - The Investor’s Podcast
Guest
On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 4 of our review of this incredible book.
Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-oriented approach.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro.
05:51 - What the holy grail of long-term value investing is.
07:55 - Why Gautam prefers to invest in high quality businesses.
10:26 - Why a company’s longevity of growth is much more important than its rate of growth.
15:44 - Why Gautam is bullish on India.
37:26 - Ways in which we can capitalize on inefficiencies in the markets.
45:38 - How Gautam thinks about portfolio management and position sizing.
54:20 - Why it’s so important we emphasize the preservation of our capital and avoiding ruin.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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SPONSORS
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Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-oriented approach.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro.
05:51 - What the holy grail of long-term value investing is.
07:55 - Why Gautam prefers to invest in high quality businesses.
10:26 - Why a company’s longevity of growth is much more important than its rate of growth.
15:44 - Why Gautam is bullish on India.
37:26 - Ways in which we can capitalize on inefficiencies in the markets.
45:38 - How Gautam thinks about portfolio management and position sizing.
54:20 - Why it’s so important we emphasize the preservation of our capital and avoiding ruin.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Check out the book, The Joys of Compounding.
- Tune into our previous episodes covering The Joys of Compounding: Part 1, Part 2 & Part 3. Watch the videos here, here and here.
- Check out our recent episode covering Mark Leonard’s Letter’s and Constellation Software. Watch the video here.
- Check out Clay’s YouTube video calculating the intrinsic value of Constellation Software here.
- Follow Clay on Twitter.
NEW TO THE SHOW?
- Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Toyota
- TurboTax
- Fidelity
- Meyka
- NDTCO
- Fundrise
- iFlex Stretch Studios
- Public
- NerdWallet
- American Express
- Shopify
- NetSuite
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...