Concentrated Value Investing w/ Shree Viswanathan (TIP585) скачать в хорошем качестве

Concentrated Value Investing w/ Shree Viswanathan (TIP585)

💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/s... 🥗 Feed your body the nutrients it craves with Ka’Chava, an all-in-one, plant-based superblend made up of superfoods, greens, plant proteins, antioxidants, adaptogens, and probiotics! Get 10% off on your first order today! https://kachava.com/wsb Clay is joined by Shree Viswanathan to discuss his concentrated, patient, and global approach to investing. They touch on many of the key aspects to successful long-term investing as well as one of Shree’s portfolio holdings, Dino Polska, which reminds him of Walmart in their early days. Shree Viswanathan is the founder and portfolio manager of SVN Capital. ▶️ RELATED EPISODES: The Holy Grail of Long-Term Value Investing:    • The Holy Grail of Long-Term Value Investin...   Value Investing Checklist & Philosophy | Warren Buffett Investment Strategy:    • Value Investing Checklist & Philosophy | W...   100 Baggers: Stocks that Return 100-1 w/ Chris Mayer:    • 100 Baggers: Stocks that Return 100-1 w/ C...   An Investor's Guide to Clear Thinking w/ Chris Mayer:    • An Investor's Guide to Clear Thinking w/ C...   IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:00:22 - The story of his father earning 40x on an investment despite never garnering an interest in the subject.  0:07:20 - Spiritual and life lessons that Shree has learned over the years. 0:17:45 - The most important aspects to understand investing internationally. 0:25:50 - What makes India an attractive hunting ground for long-term investors. 0:30:54 - Why we should remain c in uncertain times. 0:45:52 - How investors can minimize the impact of ego hurting their performance. 0:49:35 - The benefits Shree has seen from a daily meditation practice. 0:53:52 - What led him to run a concentrated portfolio of only 9 holdings. 1:12:13 - How Shree thinks about inflation and currency risk investing internationally. 1:18:57 - Why Dino Polska out of Poland reminds Shree of Walmart in their early days. 1:25:50 - How Shree thinks about the valuation of Dino Polska. 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkX... 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/e... 📖 BOOKS MENTIONED: The Money Game by Adam Smith: https://amzn.to/3FFxC0r A Search in Secret India by Andrew Brunton: https://amzn.to/47eyO6S Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀 💡 OTHER RESOURCES Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙  On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market. 🌍 Website: https://www.theinvestorspodcast.com/w... 📝 Help us understand our audience better so we can create a more intentional user experience by answering this survey! https://www.theinvestorspodcast.com/s... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📚OUR FREE INVESTING COURSES/RESOURCES https://www.theinvestorspodcast.com/t... 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/t... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.