
Gautam Baid
@Gautam__Baid
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PMS in India: https://t.co/VfkaWb3gub. India Fund in the US: https://t.co/hLWnq5Px9y. Book: https://t.co/BHLZ6Dju6w
Atlanta, GA
Joined November 2016
Since early 2021, I had been working on implementing the most partner-centric structure for my India equity fund in the US. Warren Buffett's feedback greatly helped. I am very pleased with the fund's final structure. https://t.co/0Hv7xdhwuB It's a big day. Seeking your wishes!
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@sharmaaniket03 @Gautam__Baid One of the best books that outlines principles of Value Investing. Devoid of jargons, it explains value investing based on facts & data. A must-read book on investing.
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Gold is now the best performing major asset class over the last 20 years with an annualized return of over 11%. Video: https://t.co/xyeXvv5oKR
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Do you get tempted to invest in companies working on latest technologies ? @Gautam__Baid talks about the human behaviour and bubbles in his book: “In many of the historical bubbles, investors believed they were taking part in an adventure that would reinvent the world. When
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Anthropic recently revealed that its newest model, Claude Sonnet 4.5, can maintain focus and code on its own for 30 hours straight, a 4.5x increase from its 4.0 models that could code for seven hours. $MSFT $AMZN $GOOG $NVDA
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Brookfield Asset Management predicted that meeting AI demand over the next decade would require $7 trillion in global spending, with $4 trillion going to AI hardware and infrastructure, $2 trillion toward “AI factories” and $0.5 trillion each to power and related adjacencies.
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Hey Copilot! Show everyone how we’re transforming how you interact with your Windows PC — so you can talk naturally, it can see what you see, and take action on your behalf.
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The only books you'll need to become a Quality Investor
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What should be our priorities as investors ? Explained by @Gautam__Baid in his book ‘The Making of a Value Investor’. “We should not aim for the highest possible returns in the shortest period of time, but seek above average returns over a long period of time with the lowest
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1. Have a watchlist 2. Identify your levels 3. Have an action plan 4. Relax Don't force anything—the market will provide you with a great trade setup on its own time.
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BREAKING: Gold officially becomes the first asset in history to hit $30 TRILLION in market cap. It’s an all out global rush into gold.
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4. Joys of compounding A book on lifelong learning, patience, and the power of compounding , not just in wealth, but in wisdom.
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Here's a question I know many are wondering about: why did China wait until now to use rare earths as leverage against the US? Why not in the first Trump administration when the US started the trade hostilities? Or when the Biden administration unleashed the chips export controls
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One of the key attributes of value investing is to be humble and self aware. @Gautam__Baid shares his experience from bear markets of 2018-2020: “When we humbly accept that it's difficult to make predictions, especially about the future, we will be more inclined to build an
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As the size of your coverage universe and portfolio increases , make it a conscious decision to never lower the quality of incremental investments , your system and edge has to remain market cap agnostic to remain scalable , execute with the same focus on quality , valuations
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This is an extraordinarily dumb thing for Europe to do: the Dutch government is quite literally stealing a leading Chinese semiconductors company, at least its international operations. They're probably acting in coordination with Washington since it was simultaneous to Trump's
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My View on This China BAN :) China is no longer reacting to the US, it’s replicating it. Beijing has copied Washington’s entire export control system line by line, moving from anger to authority. With new “EAR-style” rules, China can now legally control who gets access to its
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