4. A Conversation with Shree Viswanathan, founder of SVN Capital

1

Introduction

00:00 • 4min

2

How to Define Yourself as an Investor

04:21 • 4min

3

The Constant in the Business Environment: Competition for Losers

08:16 • 5min

4

How to Evaluate Quality Management Teams

13:05 • 4min

5

The Importance of Capital Allocation

17:14 • 2min

6

How to Judge a Manager's Skill

19:11 • 2min

7

The Importance of Long Term Investment Discussions

21:40 • 2min

8

The Power of Compounding

23:16 • 3min

9

The Importance of Information in Markets

26:09 • 2min

10

How to Source New Ideas for Your Investment Process

28:13 • 5min

11

How to Prioritize Between New Ideas and What You Already Own

32:47 • 2min

12

The Importance of Weighting the Portfolio

35:08 • 3min

13

How to Find Companies With Strong Competitive Advantages

37:46 • 4min

14

The Lindy Effect: A Theory of the Future

41:21 • 3min

15

The Market Leader in the Salvage Industry

44:33 • 2min

16

The Deal to Acquire IAA Means for Coal Part

46:53 • 6min

17

The Advantages of Co-Part in the Insurance Industry

52:51 • 2min

18

The Future of Co-Part

55:00 • 2min

19

The Threat of Autonomous Vehicles in North America

56:57 • 5min

20

HICO: A PMA in the Aerospace Industry

01:01:49 • 1min

21

HICO's Retaliation for Engine OEMs

01:03:16 • 5min

22

The Future of HICO Parts

01:08:42 • 3min

23

The Importance of Reflecting on Where We Have Come From

01:11:26 • 5min

24

How to Valuation a Company

01:16:00 • 4min

25

The Transformation of SVB and Credit Suites

01:19:35 • 3min

26

The Importance of the Banker in Banking

01:22:23 • 4min

27

How to Invest in Quantity Businesses

01:26:05 • 4min