Concentrated Value Investing w/ Shree Viswanathan (TIP585)

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Clay 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.

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IN THIS EPISODE, YOU’LL LEARN:
0:00:00 - Intro
0:00:22 - The story of his father earning 40x on an investment despite never garnering an interest in the subject. 
0:07:20 - Spiritual and life lessons that Shree has learned over the years.
0:17:45 - The most important aspects to understand investing internationally.
0:25:50 - What makes India an attractive hunting ground for long-term investors.
0:30:54 - Why we should remain c in uncertain times.
0:45:52 - How investors can minimize the impact of ego hurting their performance.
0:49:35 - The benefits Shree has seen from a daily meditation practice.
0:53:52 - What led him to run a concentrated portfolio of only 9 holdings.
1:12:13 - How Shree thinks about inflation and currency risk investing internationally.
1:18:57 - Why Dino Polska out of Poland reminds Shree of Walmart in their early days.
1:25:50 - How Shree thinks about the valuation of Dino Polska.

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📖 BOOKS MENTIONED:
The Money Game by Adam Smith: https://amzn.to/3FFxC0r
A Search in Secret India by Andrew Brunton: https://amzn.to/47eyO6S

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