Warren Buffett’s Principles Applied To Indian Markets: Gautam Baid’s Timeless Investing Playbook

Описание: In this powerful episode of The India Opportunity, host Shrishti sits down with Gautam Baid — one of India’s most respected value investors and author of The Joys of Compounding. From breaking into his dream role as a portfolio manager on Day 1 of his career (a feat that typically takes 14+ years) to delivering 20x Return in Rajratan Global Wire, Gautam’s journey is a goldmine for anyone serious about long-term investing.

He shares his first-principle frameworks on what makes a multibagger, how to build conviction early, and the biggest mistakes investors are making in 2025. More importantly, he warns viewers about which sectors to avoid and where capital might be misallocated in the coming years.

We also dive into the big macro picture — the global capital shift from China to India, and why India is well-positioned to benefit over the next decade.

If you're looking to sharpen your investing mindset, avoid avoidable traps, and understand the future of wealth creation in India, this episode is a must-watch.

🔔 Don’t forget to like, comment, and subscribe if you find value in this conversation. Join our growing community of curious minds learning how to navigate the Indian and global investing landscape with clarity and confidence.

#InvestingInIndia #StockMarket2025 #GautamBaid #ValueInvesting #IndiaGrowthStory #warrenbuffett

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Welcome to The India Opportunity Podcast, hosted by Shrishti Sahu. This channel provides a front-row seat to the visionaries shaping India's future, unlocking the country's immense potential through engaging conversations and inspiring stories.

About the Channel:
Join us as we dive deep into the transformative journeys of entrepreneurs, investors, and innovators who are making a significant impact in various sectors. Each episode is designed to offer insights into the challenges and triumphs faced by those at the forefront of India's growth story. Our mission is to illuminate the paths taken by these trailblazers and to explore the opportunities that lie ahead for India.

About Shrishti Sahu:
Shrishti Sahu is a dynamic entrepreneur and the Managing Director of Swadharma Source Ventures (SSV). With a robust background in startups, private equity, and technology, Shrishti has led investments in over 60 companies. Prior to her role at SSV, she founded a fintech company and served at Meta (formerly Facebook), where she headed startup programs. Her passion for fostering innovation and supporting the next generation of leaders drives her commitment to showcasing the stories that define India's entrepreneurial landscape.

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Timestamps:
00:00:00 – Introduction
00:02:41 – Meaning of Compounding
00:04:19 – Building Patience
00:05:37 – Meeting Warren Buffett
00:07:15 – Interacting with Global Value Investors
00:16:11 – Getting 3 Jobs After 15 Months of Rejection
00:17:14 – India vs USA: Market & Geography
00:18:59 – India’s Growing Investment Opportunities
00:20:55 – US Sentiment Towards Change
00:22:15 – Key Investment Risks
00:23:59 – 3 Timeless Principles of Value Investing
00:27:02 – Value Investing in Practice
00:29:26 – Mindset for Bear Markets
00:32:36 – Navigating Market Cycles
00:34:24 – Important Investment Metrics
00:36:35 – Bajaj Investment Case Study
00:38:01 – Knowing When to Sell
00:39:20 – Spotting Investment Opportunities
00:41:48 – How to Discover Good Stocks
00:44:08 – Evolution of Investment Framework
00:45:40 – Hard Metals Outlook
00:47:02 – Future of India’s Defence Sector
00:49:36 – What is Real Value Investing?
00:52:29 – Fossil Fuels in India
00:54:54 – Sources of Investing Ideas
01:00:00 – Current Investment Process
01:03:44 – Sectors to Avoid
01:08:25 – Thoughts on India’s IPO Boom
01:10:24 – Private Sector Investment Trends
01:12:47 – Power of Compounding in Life
01:17:00 – Role of Gratitude in Success
01:18:41 – Indian Investors to Follow
01:22:07 – Influences on His Investing Styl