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

00:00

Navigating Retail Investments Amid Inflation

This chapter examines the effects of inflation on retail investments, using the grocery chain Dino Polska as a case study. It discusses strategies for maintaining high returns, the company's expansion plans, and the implications of market shifts for various consumer demographics. Additionally, the conversation addresses the importance of understanding local market dynamics and the balance between growth potential and valuation in investment decisions.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app