Dino Polska: A Growing Investment in Grocery Retail

This chapter explores the investment potential of Dino Polska, a grocery chain successfully targeting rural markets in Poland. It highlights the company's growth strategies, the influence of macroeconomic factors like inflation and geopolitics, and the importance of foreign exchange risk management for long-term investors.

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Episode notes

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

Check out our newly released TIP Mastermind Community.
Shree’s fund: SVN Capital.
Compensation by Ralph Waldo Emerson.
Wealth by Ralph Waldo Emerson.
The Money Game by Adam Smith.
A Search in Secret India by Andrew Brunton.
The Sketchbook of Wisdom by Vishal Khandelwal.
Related episode: Listen to WSB569: An Investor’s Guide to Clear Thinking w/ Chris Mayer or watch the video.
Related episode: Listen to WSB543: 100 Baggers: Stocks That Return 100-1 w/ Chris Mayer or watch the video.
Follow Shree on Twitter.
Follow Clay on Twitter.

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