IN THIS EPISODE, YOU’LL LEARN:

• The story of his father earning 40x on an investment despite never garnering an interest in the subject. 
• Spiritual and life lessons that Shree has learned over the years.
• The most important aspects to understand investing internationally.
• What makes India an attractive hunting ground for long-term investors.
• Why we should remain fully invested in uncertain times.
• How investors can minimize the impact of ego hurting their performance.
• The benefits Shree has seen from a daily meditation practice.
• What led him to run a concentrated portfolio of only 9 holdings.
• How Shree thinks about inflation and currency risk investing internationally.
• Why Dino Polska out of Poland reminds Shree of Walmart in their early days.
• How Shree thinks about the valuation of Dino Polska.

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

[00:00:00] Clay Finck: On today’s episode, I’m joined by Shree Viswanathan. Shree is the founder and portfolio manager of SVN Capital, a long term, concentrated, patient, and global fund invested in public equities. During this chat, we cover the story of his father earning 40x on an investment despite never garnering an interest in the subject, The most important aspects to investing internationally, why we should remain fully invested in uncertain times, how investors can minimize the impact of ego on their performance, what led Tree to running a concentrated portfolio of only 9 holdings.

[00:00:34] Clay Finck: How Shree thinks about inflation and currency risk investing internationally, why Dino Polska out of Poland reminds Shree of Walmart in their early days, and much more. I really enjoyed having the chance to chat with Shree as well as learn about some of his portfolio holdings. Just for full disclosure, I did purchase shares of Dino Polska in recent months with the recent price drop the shares have had.

[00:00:57] Clay Finck: Kyle Grieve, the host of our Millennial Investing Show and myself will be doing a more comprehensive deep dive on the company on next week’s episode that will be released on November 9th. So be sure to tune into that episode if you’re interested in learning more about Dino Polska. With that, here is my chat with Shree Viswanathan.

[00:01:18] Intro: You are listening to The Investor’s Podcast where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.

[00:01:38] Clay Finck: Welcome to The Investor’s Podcast. I’m your host Clay Finck. And today I am thrilled to be joined by Shree Viswanathan. Shree, it’s great to have you here. 

[00:01:48] Shree Viswanathan: Clay, I appreciate you having me here because I told you earlier, the lineup in your podcast is amazing. And for me to be invited, I’m honored and humbled.

[00:01:57] Shree Viswanathan: Thank you for having me here.

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BOOKS AND RESOURCES

• Check out our newly released TIP Mastermind Community.
• Shree’s fund: SVN Capital.
• Compensation by Ralph Waldo Emerson.
• Wealth by Ralph Waldo Emerson.
• The Money Game by Adam Smith.
• A Search in Secret India by Andrew Brunton.
• The Sketchbook of Wisdom by Vishal Khandelwal.
• Related episode: Listen to WSB569: An Investor’s Guide to Clear Thinking w/ Chris Mayer or watch the video.
• Related episode: Listen to WSB543: 100 Baggers: Stocks That Return 100-1 w/ Chris Mayer or watch the video.

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