Value Hive Podcast

Compounding Knowledge, Investments and Passion w/ Gautam Baid (Episode 35)

Listen Later

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR.

Our guest this week is Gautam Baid, author of The Joys of Compounding. 

Gautam Baid, CFA, is portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior analyst in their healthcare investment banking teams. Baid is a CFA charterholder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar's Learn From The Masters series. 

During our chat we discuss passion, flexible thinking, why P/E ratios aren't everything and more!

Here's the time-stamp: 

  • [1:02] How Gautam Got Started in Investing
  • [7:30] Gautam's First Role as Portfolio Manager
  • [8:45] Resilience & Persistance as a Superpower 
  • [14:01] Writing The Joys of Compounding
  • [20:48] The Feynman Technique of Learning
  • [22:45] Using The Feynman Technique for New Stocks
  • [31:25] There's More To Stocks Than P/E Ratios
  • [39:05] The Moat Erosion of Brand-Name Stocks
  • [46:10] Why You Should Journal 
  • [51:05] Investor Biases & How To Tell if You're Wrong
  • [61:21] Insatiable Curiosity 
  • [64:57] Closing Questions

    • Want to learn more about Gautam? Check out these resources: 

    • Website
    • Twitter
      • ...more
      View all episodesView all episodes
      Download on the App Store
      Value Hive PodcastBy Brandon Beylo
      • 4.8
      • 4.8
      • 4.8
      • 4.8
      • 4.8

      4.8

      88 ratings

      More shows like Value Hive Podcast

      View all
      The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network by The Investor's Podcast Network

      The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

      3,347 Listeners

      Macro Voices by Hedge Fund Manager Erik Townsend

      Macro Voices

      3,072 Listeners

      Top Traders Unplugged by Niels Kaastrup-Larsen

      Top Traders Unplugged

      592 Listeners

      The Meb Faber Show - Better Investing by The Idea Farm

      The Meb Faber Show - Better Investing

      943 Listeners

      Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

      Capital Allocators – Inside the Institutional Investment Industry

      797 Listeners

      Chit Chat Stocks by Chit Chat Stocks

      Chit Chat Stocks

      196 Listeners

      The Market Huddle by Patrick Ceresna & Kevin Muir

      The Market Huddle

      361 Listeners

      The Acquirers Podcast by Tobias Carlisle

      The Acquirers Podcast

      298 Listeners

      Value Investing with Legends by Columbia Business School

      Value Investing with Legends

      208 Listeners

      Excess Returns by Excess Returns

      Excess Returns

      84 Listeners

      The Grant Williams Podcast by Grant Williams

      The Grant Williams Podcast

      1,342 Listeners

      Yet Another Value Podcast by Andrew Walker

      Yet Another Value Podcast

      105 Listeners

      Business Breakdowns by Colossus | Investing & Business Podcasts

      Business Breakdowns

      355 Listeners

      Forward Guidance by Blockworks

      Forward Guidance

      273 Listeners

      Monetary Matters with Jack Farley by Jack Farley

      Monetary Matters with Jack Farley

      155 Listeners