Shreekkanth Viswanathan is the founder and portfolio manager at SVN Capital. In this episode we had an amazing conversation about Shreekkanth’s investment criteria, his M&A background, his time at Advisory Research, founding SVN Capital idea generation, idea sourcing, and we discussed two ex-US investing: Automatic Bank Services (SHVA) located in Israel and Livechat Software (LVC) located in Poland.

Check out the time-stamp below:

[1:18] The State of the Investment Union
[5:00] Evolution Gaming
[8:00] Shreekkanth Investment Criteria
[16:00] Shreekkanth’s M&A Background
[21:00] Advisory Research Type of Investments
[27:00] Does Valuation Matter in the Current Environment?
[32:00] Founding SVN Capital.
[42:50] Ex-Us Ideas: Automatic Bank Services (SHVA)
[1:03:00] Ex-Us Ideas: Livechat Software (LVC)
[1:19:00] More from Shreekkanth and Closing Questions

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