#20 Shree Viswanathan on A Search in Secret India
Investing by the Books
The Value Investor's Circle of Competence
After graduating from the University of Chicago, it worked as an M&A banker. He returned to Chicago to set up a small financials-focused hedge fund. His investment criteria entail getting an affirmative answer to four questions.
Shree Viswanathan is the founder, president, and portfolio manager of SVN Capital. In a deep and thoughtful conversation, we revisit the book with the biggest impact on Shree's life - "A Search in Secret India" by Paul Brunton. As we discuss ego reduction, intuition, anchoring, and how to evaluate people; it is evident that spiritualism helps, and perhaps even is necessary, to become a successful investor.
For this episode, we want to give a special thanks to our listener @assonmoneymess, who connected us with Shree. We welcome all suggestions of interesting authors, books, investors, and voracious readers around the world @IB_Redeye. The episode was recorded on March 30, 2022. For more info about the podcast, go to the episode page.
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Episode Chapters
(00:00) Intro to Shree and the book
(05:07) Three most important habits
(08:13) Shree’s investing journey
(11:13) A Search in Secret India
(19:02) Ego reduction
(27:42) Body, mind, and beyond
(35:41) Shree’s investment philosophy
(42:13) Intuition in investing
(51:29) Competition is for losers
(53:52) Anchoring and overconfidence
(56:20) Finding your master
(1:01:58) Evaluating managers
(1:11:46) Westernization and investing in India
(1:14:38) Inner scorecard
(1:19:14) Shree’s reading habits
(1:23:18) Three most important books
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Books Mentioned
- A Search in Secret India - Paul Brunton
- The Productivity Project - Chris Bailey
- Books by Thich Nhat Hanh
- Books by Jiddu Krishnamurti
- Books by Wayne Dyer
- 100 to 1 in the Stock Market - Thomas Phelps
- A Walk in the Woods - Bill Bryson
- Diary of a Hedgehog - Barton Biggs
- Awaken The Giant Within - Tony Robbins
- The Intelligent Investor - Ben Graham
- The Almanack of Naval Ravikant - Eric Jorgenson
- The Snowball - Alice Schroeder
- Of Long-Term Value & Wealth Creation - Bharat Shah
- Fortune’s Formula - William Poundstone
- Investing Between the Lines - L.J. Rittenhouse
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Podcasts & Talks Mentioned
Buddha at the Gas Pump - David Godman
Competition is for Losers - Peter Thiel
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More on Shree Viswanathan
Website: https://www.svncapital.com/
Twitter: https://twitter.com/SvnCapital
LinkedIn: https://www.linkedin.com/in/shreekkanth-viswanathan-ab5300/
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About the podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
Twitter: https://twitter.com/IB_Redeye
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What is Investing by the Books?
Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.
Visit the website: http://www.investingbythebooks.com/
Follow on Twitter: https://twitter.com/Investbythebook
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What is Redeye?
Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.
Visit the website: https://www.redeye.se/
Follow on Twitter: https://twitter.com/Redeye_
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Disclaimer
Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
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