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Gautam Baid

8 Nov, 6 tweets, 2 min read

1/ There has never been a better time in history to learn.

Dear friends – I’m happy to announce that I’ll be launching my second chapter of "The Discipline of Investing" next month. And I’d love for you to join me!

Ready to take your investing skills to the next level?

👇👇👇

2/ My new chapter (getchapter.app/gautam/qualita…)
covers "Qualitative Investing and Fund Management." Week 3 is going to be the highlight of this chapter - it will be fully dedicated to new-age technology businesses - this is going to be an incredible learning experience for many!

3/ For this chapter, I’ve handpicked the very best 20 articles, white papers, investor letters, podcasts, and videos from more than 1,000+ pieces I have studied over the last decade, and I have added my key insights and learnings from them.

4/ My goal is to make you a confident and skilled investing professional by the end of these 4 weeks, and to deliver 100x the value of the chapter price. Here’s a sneak peek of some of the content I’ll be covering: 👇

5/
- Building an analytical framework for key attributes & valuation of quality business
- Evaluating new-age technology businesses & understanding how to value them
- Learning the best practices for running a successful investment firm through a sustainable & scalable strategy

6/ If you like the work I do, I would greatly appreciate a retweet of this thread. Let's empower as many people as we can with knowledge.

Again, here is the invite link to register:

getchapter.app/gautam/qualita…

I look forward to seeing you in my chapter and learning together!

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More from @Gautam__Baid

Gautam Baid

@Gautam__Baid

2 Aug

1/ This is a really special moment in my life.

Dear friends – I’m very happy to announce that I’ll be launching my very first “chapter” next month. And I’d love for you to join me!

Ready to become a learning machine?

👇👇👇

2/ Chapter (getchapter.app/@gautam/invest…) is a revolutionary new learning platform, where you can step inside the minds of authors and thought leaders, to gain deep knowledge on a subject in just 4 weeks.

3/ I hinted at this idea recently on Twitter, and your responses blew me away:

Read 12 tweets

Gautam Baid

@Gautam__Baid

22 Jul

Information overload in the world's new problem.

A thread on why high-quality curation by trusted voices in their respective fields is the need of the hour: 👇

1/

"Information is no longer a scarce commodity; we have more of it than we know what to do with."

—Nate Silver, The Signal and the Noise

2/

“A wealth of information creates a poverty of attention and a need to allocate that attention efficiently among the overabundance of information sources that might consume it.”

—Herbert Simon

Read 5 tweets

Gautam Baid

@Gautam__Baid

29 Jun 20

1/ "Our imagination is limited only by our knowledge of history. So, knowing the fullest possible range of what has gone wrong before makes us better prepared for what might go wrong again in the future."
~TJOC

A thread on some great history books I read in the last few months.

2/ John Train recounts many historic examples of human folly and greed over the past few centuries.

3/ This book shares a comprehensive look at financial crises through eight centuries of banking panics, currency crashes, hyperinflation, and government defaults on international and domestic debts―as well as the cycles in housing and equity prices, capital flows, & unemployment.

Read 18 tweets

Gautam Baid

@Gautam__Baid

5 May 20

1/ Sharing a thread on many great pieces of life wisdom from Kevin Kelly, the founding executive editor of Wired magazine.

2/ Learn how to learn from those you disagree with, or even offend you. See if you can find the truth in what they believe.

3/ Being enthusiastic is worth 25 IQ points.

Read 62 tweets

Gautam Baid

@Gautam__Baid

28 Apr 20

@morganhousel

1/ "The most important finance topics don't require details. Most can be, and should be, summarized in a sentence or two."

Sharing a thread on many such gems from @morganhousel.

2/ Dollar-cost average for your entire life and you'll beat almost everyone who doesn't.

3/ Every five to seven years, people forget that recessions occur every five to seven years.

Read 49 tweets

Gautam Baid

@Gautam__Baid

20 May 19

1/ This is value investing GOLD. A compilation of 75 best business and investment lessons from Mark Leonard, Constellation Software’s President. I am sharing some of my favorite points in this thread:

microvalue.es/2019/05/19/mar…

2/ "Our favourite single metric for measuring our corporate performance is the sum of ROIC and Organic Net Revenue Growth (“ROIC+OGr”), (…) which represents the annual increase in Shareholders’ value."

3/ "Part of a perpetual owner’s job, is to make sure that energetic, intelligent and ethical general managers (“GM”) are running their businesses and that the GM’s are incented to enhance shareholder value over the very long term."

Read 25 tweets

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