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#gautambaid Gautam Baid, CFA, is Founder of Stellar Wealth Partners Private Limited, a SEBI-registered Research Analyst firm and smallcase manager for investors in the Indian stock market.
He is also author of the international best-seller on value investing, The Joys of Compounding. Previously, Gautam served as portfolio manager at Summit Global Investments, an SEC-registered investment advisor based in Salt Lake City, USA.
Gautam is a CFA charter holder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar’s Learn From the Masters series.
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▬ Chapters of this video ▬▬▬▬▬▬▬▬▬▬
0:00 – Introduction of Mr. Gautam Baid
2:19 – Disclaimer
3:38 – Investing Framework
4:21 – Investment Process Flow
4:46 – Portfolio Construction, tracking, and Rebalancing
8:36 – Sources of Idea Generation
14:28 – The Key Attribute of Great Investors: Focus on Process
15:59 – Multi Pronged Approach For Idea Generation
18:42 – Idea Generation 1: New Leadership, New Energy
19:45 – Idea Generation 2: Block Deals
21:05 – Idea Generation 3: Merger Arbitrage
22:17 – Idea Generation 3: Merger Arbitrage
23:01 – The Portfolio Risk Approach
23:24 – Wht I Strive to Avoid as an Investor
24:47 – Rigorous Diligence Process to Avoid Errors of Commission
28:32 – Sales & Earnings Power Drive Returns Over the Long Term
29:13 – The Mot Durable Edge: Behavior and Temperament
30:28 – Time Arbitrage Case Study: Rajratan Global Wire
32:22 – Successful Investing is All About Pattern Recognition
33:17 – Investing is All About Delta (The Rate of Change)
34:16 – Investor Presentation (10th February 2021)
34:43 – Key Catalysts for Rerating: Management/ Market Signals
36:36 – The Art of Valuation
36:53 – Intelligent Investing Is All About Understanding Intrinsic Value
37:20 – Risk Perception of Cash Flows – Discount Rate – Valuations
39:33 – Higher Longetity – Higher Duration of Cash Flows – Intrinsic Value
40:05 – Humility
41:30 – … So Keep Learning From Everyone
42:19 – The Big Insight: All Intelligent Investing is Value Investing
43:32 – Catching The Cycle: The Key to Alpha Generation
44:30 – Sources of Opportunities
49:00 – The True Essence of Value Investing
50:07 – Value Investing is a Life Discipline
51:13 – The Passionate Pursuit of Lifelong Learning
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The post The Discipline of Investing – Gautam Baid (Value Investing – The Joys of Compounding) appeared first on HumanitasConnects.
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