Value Hive Podcast

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

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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
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