Gautam Baid Profile picture
PMS in India: https://t.co/VfkaWb3gub. India Fund in the US: https://t.co/hLWnq5Px9y. Book: https://t.co/BHLZ6Dju6w
Ashokan Arunachalam Profile picture Dharmendra Shah Profile picture TJ Profile picture Rahul saunik Profile picture Krishna Prasad Profile picture 11 subscribed
Mar 30, 2022 24 tweets 6 min read
During the severe market turbulence in late February, I had done an AMA session with @smallcaseHQ in which I shared my views on many important macro and micro matters related to investing in the current times.

A thread 🧵 👇 👇 1/ How to maximize the value of your SIPs:

Nov 29, 2021 31 tweets 6 min read
1/ Ahead of Stellar Wealth Smallcase going LIVE next week on December 6th, I am pleased to share the preview of our products through which we will be investing in Value+Growth opportunities & Megatrends and aim to create long term wealth for investors in the Indian stock market. 2/ Smallcase is a managed portfolio concept. A 100% digital product. Investors get to subscribe to model portfolios curated by SEBI registered professionals and entities. Refer to this link for more details - investorq.com/question/why-t…
Nov 8, 2021 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!
Aug 2, 2021 12 tweets 3 min read
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.
Jul 22, 2021 5 tweets 1 min read
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
Jun 29, 2020 18 tweets 6 min read
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.
May 5, 2020 62 tweets 6 min read
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.
Apr 28, 2020 49 tweets 4 min read
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.
May 20, 2019 25 tweets 4 min read
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."
Feb 21, 2019 34 tweets 12 min read
1/ Pleased to share the preview of my life's biggest learnings. The principles emphasized throughout the book power the lifelong compounding journey of a value investor

The kick-off quotes at the beginning of the individual chapters convey their underlying key message to readers 2/ “Compound interest,” Albert Einstein reputedly said, “is the most powerful force in the universe.”

So what happens when you apply such an incredible power to knowledge building?

You become a learning machine.