The Minutes of Gavin Baker on investing https://minutesof.com/gavin-baker/on/investing/ Everything Gavin Baker has said on investing: 4 verbatim quotes between November 2019 and July 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:43 +0000 Baker says the key trait for public equity investors is the ability to be rational when wrong. https://minutesof.com/q/58623fb7-6bac-4971-bb36-3f63845b8c13/ https://minutesof.com/q/58623fb7-6bac-4971-bb36-3f63845b8c13/ “If I could know one thing about a person to know whether or not they would be a good public equity investor, it would simply be, are you capable of being rational when you're wrong?” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 investing Baker says great public equity investors are often wrong more than right, with best batting averages around 55 https://minutesof.com/q/a10494fc-232e-4bc1-836c-00bedb6f1417/ https://minutesof.com/q/a10494fc-232e-4bc1-836c-00bedb6f1417/ “They're wrong more than they're right, but because they make more money when they're right, they still have a great track record.” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 investing Baker recounts how Sunu Kalra's simple iPod vs Walkman comparison gave him conviction to hold Apple long-term. https://minutesof.com/q/f11ab718-6d02-4ad9-86d3-c775177aec8e/ https://minutesof.com/q/f11ab718-6d02-4ad9-86d3-c775177aec8e/ “And as soon as I heard that, it's like, wow. It really doesn't matter. Apple went on to be seven x, 10 x, 15 x from there.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 investing