value investing
2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Feb 7, 2022 by Gautam Baid · across every show →
Everything said about value investing, oldest first
Feb 7, 2022 positive
Baid: Maximum returns come from buying capex plays during downcycles
“You want to buy these big capex plays during the industry down cycle and then patiently hold on to them till the industry upcycle is in full force. This is how you reap maximum capital appreciation, and this is how you get the big, big multi-bag returns.”