Warren Buffett’s Principles Applied To Indian Markets: Gautam Baid’s Investing Playbook for Wealth Creation
Hello everyone, welcome to The India Opportunity Show where you get a front-row seat to people building India’s future. We talk about unlocking the potential of the country with founders, investors, creators, and successful leaders from different fields to bring you real-life stories and behind-the-scenes of what it takes to be at the forefront of building the India Story.
Episode 15, Season 2 of The India Opportunity Show is out now! You can watch it on YouTube or listen on Spotify or Apple Podcasts.
Today on The India Opportunity Show, we’re joined by someone who represents the rare blend of deep investing wisdom and relentless self-education.
Gautam Baid is the Founder of Stellar Wealth Partners and the best-selling author of The Joys of Compounding — a modern classic that blends the philosophies of Charlie Munger, Warren Buffett, and Indian ethos into a timeless guide for building long-term wealth.
What makes Gautam’s story remarkable is that he’s self-made — a night-shift hotel clerk who taught himself the principles of value investing by reading thousands of pages late into the night. From India to Wall Street and now back, Gautam’s journey is a testament to what compounding can achieve — not just in capital, but in character, relationships, and knowledge.
Today, he runs a SEBI-registered advisory firm and a U.S.-based hedge fund — both grounded in long-term, value-driven principles. In a world of short-term noise, Gautam is one of the few voices reminding us that the real opportunity lies in patience, discipline, and deep work.
We’ll talk about his investing frameworks, how he sees India’s capital cycle unfolding, and what it really means to live a compounding life.
Chapters:
00:00:00 – Introduction
00:02:41 – Meaning of Compounding
00:04:19 – Building Patience
00:05:37 – Meeting Warren Buffett
00:07:15 – Interacting with Global Value Investors
00:16:11 – Getting 3 Jobs After 15 Months of Rejection
00:17:14 – India vs USA: Market & Geography
00:18:59 – India’s Growing Investment Opportunities
00:20:55 – US Sentiment Towards Change
00:22:15 – Key Investment Risks
00:23:59 – 3 Timeless Principles of Value Investing
00:27:02 – Value Investing in Practice
00:29:26 – Mindset for Bear Markets
00:32:36 – Navigating Market Cycles
00:34:24 – Important Investment Metrics
00:36:35 – Bajaj Investment Case Study
00:38:01 – Knowing When to Sell
00:39:20 – Spotting Investment Opportunities
00:41:48 – How to Discover Good Stocks
00:44:08 – Evolution of Investment Framework
00:45:40 – Hard Metals Outlook
00:47:02 – Future of India’s Defence Sector
00:49:36 – What is Real Value Investing?
00:52:29 – Fossil Fuels in India
00:54:54 – Sources of Investing Ideas
01:00:00 – Current Investment Process
01:03:44 – Sectors to Avoid
01:08:25 – Thoughts on India’s IPO Boom
01:10:24 – Private Sector Investment Trends
01:12:47 – Power of Compounding in Life
01:17:00 – Role of Gratitude in Success
01:18:41 – Indian Investors to Follow
01:22:07 – Influences on His Investing Style
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Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered financial advice. Viewers are encouraged to conduct their own research and consult with a qualified financial advisor before making any investment decisions.