DiscoverWe Study Billionaires - The Investor’s Podcast NetworkTIP585: Concentrated Value Investing w/ Shree Viswanathan
TIP585: Concentrated Value Investing w/ Shree Viswanathan

TIP585: Concentrated Value Investing w/ Shree Viswanathan

Update: 2023-11-03
Share

Description

Clay Finck is joined by Shree Viswanathan to discuss his concentrated, patient, and global approach to investing. They touch on many of the key aspects to successful long-term investing as well as one of Shree’s portfolio holdings, Dino Polska, which reminds him of Walmart in their early days.

Shree Viswanathan is the founder and portfolio manager of SVN Capital.


IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

02:17 - The story of his father earning 40x on an investment despite never garnering an interest in the subject. 

08:54 - Spiritual and life lessons that Shree has learned over the years.

14:52 - The most important aspects to understand investing internationally.

20:52 - What makes India an attractive hunting ground for long-term investors.

33:10 - Why we should remain fully invested in uncertain times.

38:57- How investors can minimize the impact of ego hurting their performance.

41:30 - The benefits Shree has seen from a daily meditation practice.

46:31 - What led him to run a concentrated portfolio of only 9 holdings.

53:16 - Why Dino Polska out of Poland reminds Shree of Walmart in their early days.

56:43 - How Shree thinks about inflation and currency risk investing internationally.

01:11:10 - How Shree thinks about the valuation of Dino Polska.


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


BOOKS AND RESOURCES


NEW TO THE SHOW?


SPONSORS

Support our free podcast by supporting our sponsors:


HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Comments 
In Channel
loading
Download from Google Play
Download from App Store
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

TIP585: Concentrated Value Investing w/ Shree Viswanathan

TIP585: Concentrated Value Investing w/ Shree Viswanathan

The Investor's Podcast Network