24min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP585: Concentrated Value Investing w/ Shree Viswanathan

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Power of Inactivity and Concentrated Investments

Shree Viswanathan shares the story of his father's unexpected investment in an IPO, highlighting the market rewards of inactivity and the importance of concentrated investments. They discuss the significance of high-quality management teams and draw inspiration from Ralph Waldo Emerson's essays. They also emphasize the need to design one's life to suit their style of managing capital and time effectively.

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