Author Background:
Gautam Baid is Portfolio Manager at Summit Global Investments, an SEC-registered investment advisor based out of Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as Senior Analyst in their investment banking teams. Gautam’s views and opinions have been published on various forums in print, digital, and social media. In 2018, He was profiled in Morningstar’s Learn From The Masters series.
[Disclaimer: The views and opinions expressed by Gautam Baid are solely his own and do not reflect the views of Summit Global Investments. Any recommendations, examples, or other mentions of specific investments or investment opportunities of any kind are strictly provided for informational and educational purposes and do NOT constitute an offering or solicitation, nor should any material herein be construed as investment advice.]
Gautam’s Book Recommendation:
Audio Podcast:
Other ways to listen:
* On iTunes
* Right Click + Save As to download as an MP3
* Stream here directly
Five Good Questions:
- In your book, you state that “I am a better investor because I am a lifelong learner, and I am a better lifelong learner because I am an investor.” Why is continuous learning so important in investing?
- What does the equation [Ego = 1 / Knowledge] mean?
- How has minimalism improved your investment process?
- Given the increase in the rate of change of business, is there cause for concern about the durability of moats?
- How do you balance high conviction with maintaining mental flexibility?
With gratitude,
