MI279: The Joys of Compounding w/ Gautam Baid
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 4 July 2023
⏱️ 59 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.3 | On today's episode, I chat with Katam Bade, who is the managing partner and fund manager of |
| 0:07.1 | Stellar Wealth Partners India Fund, a Delaware-based investment partnership, which is available to |
| 0:13.1 | accredited investors in the U.S. |
| 0:14.7 | The fund is modeled after the Buffett Partnership fee structure and invest in listed Indian |
| 0:20.3 | equities with a long-term, |
| 0:22.0 | fundamental, and value-oriented approach. In this episode, Gattam shares how he discovered |
| 0:27.7 | the art of intelligent investing through studying value investing principles and the teachings |
| 0:32.6 | of investment legends like Warren Buffett, Charlie Munger, and many others. We also explore some of the |
| 0:39.1 | key takeaways from Gatam's book, The Joys of Compounding, including the Most Important |
| 0:43.5 | Principles investors should focus on to build long-term wealth. Why compounding more time in the |
| 0:49.4 | market is one of the biggest edges investors can leverage to improve their odds of success. |
| 0:54.9 | Katam also shares why he believes having an informational edge is not necessary to do well in |
| 0:59.9 | markets today. Rather, what sets investors apart is actually related to behavioral edges, |
| 1:05.4 | or what Buffett likes to call temperament. He gives us a sense of his investing strategy and |
| 1:10.3 | his checklist of what he |
| 1:11.8 | looks for in high quality companies and explains why he focuses on investing in simpler businesses |
| 1:16.7 | that require fewer assumptions. We also dive into value traps, what they are, how you can avoid |
| 1:22.7 | them, and where Gatam thinks some of the best opportunities lie ahead. |
| 1:29.6 | It's a great conversation. |
| 1:33.6 | Gatom provides a ton of value, and I hope you guys enjoy it as much as I did. |
| 1:34.8 | Let's dive right in. |
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