Shreekkanth Viswanathan: Finding Great Businesses Outside The US (SHVA.TSE & LVC.WSE)

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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