We Study Billionaires - The Investor’s Podcast Network

TIP585: Concentrated Value Investing w/ Shree Viswanathan

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Nov 3, 2023

Shree Viswanathan, founder of SVN Capital, shares his insights on concentrated value investing. He discusses his father's surprising investment success, emphasizing patience and the benefits of inaction. The conversation dives into why India and Poland are ripe for investment, particularly highlighting Dino Polska’s growth potential, reminiscent of Walmart's early days. Viswanathan also reflects on the importance of tackling ego in investing and the value of mindfulness through meditation, advocating for a focused investment portfolio even in uncertain times.

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ANECDOTE

The Accidental Investor

Shree Viswanathan's father, a non-investor, bought Kotak Mahindra IPO shares in 1992.
Forgotten, the investment grew 40x by 2008 and over 500x by 2024, highlighting compounding's power.

INSIGHT

Inactivity's Power

Inactivity in investing can be beneficial, allowing long-term compounding.
Avoid frequent trading to minimize costs and maximize returns.

INSIGHT

Cost of Money

Emerson's quote, "Money often costs too much," emphasizes balancing financial pursuits with life's values.
Shree connects this to his investment criteria focused on quality management.

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