Learn The Discipline of Investing for Long-term Wealth Creation

In this video, we have our rocking host Mr. Vivek Bajaj, co-founder of StockEdge and Elearnmarkets, in conversation with Mr. Gautam Baid, CFA, Founder of Stellar Wealth Partners. Mr. Baid shared his investment philosophy and some of his biggest learnings from 15+ years of investing in the Indian stock market during his presentation. He will discuss portfolio generation, tracking, and balancing in the investment sector. The presentation will have theories regarding investment portfolios and the factors that must be considered for long-term wealth generation.

He will share with us his investment process flow in detail. He begins with the basic structure required to start investing and enter the financial sector. He then moves to portfolio construction, tracking and rebalancing, where he shares his approach. Further, he emphasizes the sources of idea generation and shares that he diligently reviews the corporate announcements on the BSE as he believes it is an intellectual treasure hunt wherein he may strike gold anytime. He then discusses the most important topic of his presentation, i.e., the critical attributes of great investors. He highlights that all great investors have one thing in common, a relentless focus on the underlying process because investing is a field of probabilities.

He follows a multi pronged approach for idea generation which includes tracking key company metrics, investment activities, industry developments, and corporate events. Further, he simplifies the idea generations with the help of case studies and practical examples. He then touches upon the portfolio risk approach, things to avoid as an investor, avoiding errors of commission, and the most durable edge: Behaviour and Temperament. He also discusses Time Arbitrage Case Study for Rajratan Global Wire. Further, he emphasizes that Investing is all about Delta (the Rate of Change).

Watch this video to learn essential lessons from Mr. Gautam Baid as he discusses his investment philosophy, portfolio creation techniques, and essential qualities of successful investors. Investors should watch this video to understand the financial market dynamics with case studies and practical experiences.