A Masterclass In Investing Frameworks with Gautam Baid
The Special Situations Report Podcast Episode 42
Episode 42 of our weekly Special Situations Report Podcast is out and can be found on Spotify, YouTube and Apple Podcasts.
This week we are absolutely thrilled to have Gautam Baid, CFA as the seventh guest on our podcast.
Gautam is author of the international best-seller, The Joys of Compounding, a book that was shortlisted in the Berkshire Hathaway selection of 2025.
Gautam is also the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US.
Our conversation with Gautam covered special situations like spinoffs in India, his journey that included applying for 1,300 jobs before finding a portfolio manager position at a multi-billion dollar firm and the numerous lessons he learned along the way. We really enjoyed this conversation with Gautam and hope that you will as well!
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Looking forward to listening! Gautam's book being shortlisted by Berkshire Hathaway speaks volumes about its quality. The 1,300 job applications detail is incredibley powerful - it perfectly illustrates the persistence and long-term thinking that Buffett himself champions. Most people give up after a handful of rejections. The spinoffs angle in India is also fascinating given how undercovered that market is compared to US special situations. The combination of special situations expertise and emerging market opportunity is a compelling edge. Will definitely be checking out Stellar Wealth Partners India Fund as well.