Shree Viswanathan

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.

Shree Viswanathan, founder and portfolio manager of SVN Capital, dives into the world of Hermès, known for its luxury craftsmanship. He highlights Hermès' long-term business strategy, impressive consistent growth since its IPO, and the challenges it faces, including a takeover attempt by LVMH. Shree details the brand's strong moat and unique capital allocation approach, while discussing growth opportunities in the luxury sector. He also shares his insights on valuation metrics and the risks that investors should keep an eye on.