We Study Billionaires - The Investor’s Podcast Network
Business:Investing
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
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!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
TIP630: The Wealthy Gardener w/ Kyle Grieve
TIP629: Berkshire Hathaway Annual Shareholder's Meeting 2024 w/ Clay Finck and Kyle Grieve
BTC181: The US's Economic Hitman w/ John Perkins
TIP628: The Inner Scorecard w/ Mohnish Pabrai
TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve
BTC180: The Current Challenges Bitcoin Faces w/ Max Hillebrand (Bitcoin Podcast)
RWH044: How To Beat The Market w/ Bryan Lawrence
TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon
BTC179: The Business of Football and Bitcoin w/ Peter McCormack (Bitcoin Podcast)
TIP625: Berkshire Hathaway w/ Chris Bloomstran
TIP624: Studying Financial History w/ Clay Finck
BTC178: Auditing Elections with Bitcoin w/ Carlos Toriello (Bitcoin Podcast)
TIP623: The Art Of Decision Making w/ Annie Duke
TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik
BTC177: The Future of Bitcoin Borrowing and Lending w/ Max Kei (Bitcoin Podcast)
TIP621: Warren Buffett’s Wisdom: The Power Of Corporate Governance with Lawrence Cunningham
TIP620: The Intelligent Investor by Benjamin Graham
BTC176: Bitcoin and Traditional Finance in 2024 w/ Jim Crider (Bitcoin Podcast)
TIP619: The Cable Cowboy: John Malone w/ Kyle Grieve
TIP618: Stig's Portfolio Performance since 2014 w/ Stig Brodersen & Clay Finck
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast
Money Tree Investing
The Disciplined Investor