Investing Themes to Make BIG Money & Power of Compounding in Stock Markets | Gautam Baid

About Guest:Gautam Baid is the Managing Partner and Fund Manager at Stellar Wealth Partners India Fund, with deep expertise in Indian equities and value investing. Renowned for authoring the international bestseller "The Joys of Compounding," Gautam has built his reputation through disciplined long-term investing, variant perception, and a passion for lifelong learning. His investment philosophy blends rigorous fundamental research with the wisdom of global investing legends, and emphasizes simplicity, structural trends, and checklists to minimize mistakes.In this podcast, Gautam Baid distills key lessons from cycles in Indian and global markets, explains how to spot neglected opportunities, and shares actionable frameworks for investment research, self-improvement, and enduring success in uncertain times.Timestamps:(00:00) – Introduction(05:00) – Gautam’s Bullish Investment Themes: AI, Weight Loss, Geopolitics(09:20) – Market Learning, Promoter Behavior & Sector Analysis(15:58) – Spotting Opportunities & Research Process(22:00) – Filtering Stocks & Idea Generation(27:00) – Corporate Governance Checklist(32:00) – Diversification, Portfolio Construction & Risk Management(39:00) – Bullish Sectors: Financialization, Manufacturing, Defense(44:00) – Pattern Recognition & Compounding Frameworks(49:00) – Portfolio Allocation & Letting Winners Run(55:00) – Exit Triggers and Discipline(01:01:00) – Lessons from Bear Markets & Resilience(01:06:00) – Relationship Building in Investing(01:12:00) – Personal Habits & Good Practices(01:20:00) – Lightning Round: Favorite Books and Investor Influences(01:29:00) – Wrap Up & Key TakeawaysCredits: Host: Shivank Joshi - https://www.linkedin.com/in/shivankjoshi-2001/Support: Zero1 Network ( https://zero1byzerodha.com/network ) #GautamBaid #ExploringMindsPodcast #Compounding #IndiaStockMarket #WealthCreation #powerofcompounding #compounding #shivankjoshi #gautambaid