Exceptional Value in Grocery Retail

This chapter explores a grocery chain in Poland that excels in offering competitive pricing and convenient small-store locations. It highlights the chain's focus on meeting consumer needs with essential products, including quality meat, and its role in the local market.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

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.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

River
Toyota
Sun Life
The Bitcoin Way
Range Rover
Sound Advisory
BAM Capital
Fidelity
SimpleMining
Briggs & Riley
Public
Shopify

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests