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Shreekkanth Viswanathan - A Concentrated, Quality Investor

A.U.M.

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Navigating 13F Filings and Investment Criteria

This chapter explores the significance of 13F filings in the investment decision-making process while highlighting the speaker's shift in focus towards their existing portfolio. Key criteria for potential investments are discussed, including the importance of understanding a business, management quality, and the context for positioning companies on a watch list. The speaker emphasizes using a structured valuation framework that combines qualitative and quantitative analysis to assess investment opportunities effectively.

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