“New trends always emerge during the fag end of a bear market, and that is why investors should always be alert to which stocks and sectors are actually breaking out to all-time highs during a bear market, because the market itself will tell you where the next leg of winners And for the next bull cycle will come from.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Gautam Baid
Insight
Gautam Baid: A Bull Market Always Exists in Some Sector of the Indian Market
“A bull market is always going on at all points of time In some specific sectors of the Indian stock market”
Gautam BaidFeb 7, 2022▶ 24:34The Joys of COMPOUNDING with Gautam Baid!
Opinion
Baid: Barely 1% of Indian listed companies are quality businesses
“In the Indian stock market out of the thousands of listed companies, barely one percent of them are actually quality businesses and they tend to enjoy what is known as a scarcity premium.”
Gautam BaidFeb 7, 2022▶ 25:37The Joys of COMPOUNDING with Gautam Baid!
Insight
Baid: Low-ROCE firms must fix returns; high-ROCE firms must scale growth
“In case of companies having low returns on capital employed, the maximum rate of change, the maximum delta, the maximum intrinsic value creation takes place when they focus on improving their return on capital employed. And in case of companies having high ret…”
Gautam BaidFeb 7, 2022▶ 46:59The Joys of COMPOUNDING with Gautam Baid!
Insight
Baid: Holding 25 to 30 stocks captures all diversification benefits
“The rationale for having 25 to 30 stocks holdings in each of these small cases is that this is the optimal number of holdings to maximize the risk return trade off. As per a study published in the international bestseller, a random walk down Wall Street, At 25…”
Gautam BaidFeb 7, 2022▶ 48:57The Joys of COMPOUNDING with Gautam Baid!
Insight
Gautam Baid: Value investing works by exploiting investors' fear of volatility
“Capitalizing on others desire to avoid volatility is what makes, makes value investing work.”
Gautam BaidFeb 7, 2022▶ 22:12The Joys of COMPOUNDING with Gautam Baid!
Insight
Gautam Baid: No Single Investing Strategy Works in Every Market Environment
“No single strategy works all of the time and in every kind of market. And that is why it is essential to build up one's investing arsenal to be able to hunt for value from within different areas.”
Gautam BaidFeb 7, 2022▶ 24:18The Joys of COMPOUNDING with Gautam Baid!
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 300 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.