shreeviswanathan
ValueWalk’s Raul Panganiban interviews Shree Viswanathan, founder and sole employee of SVN Capital. In this part, Shree discusses the opportunities he sees in Poland, when does he sell, lessons he learned during the period of lockdown, and his favourite books and hobbies. Transcript continues. Q3 2020 hedge fund letters, conferences and more Wow. And then last one, you mentioned Poland. So I just want to know what kind of opportunities you are seeing in Poland. And then if you can go more over into an overview of why Poland in general is?Sure. So if I know, let me go from the reverse. Why is P...
ValueWalk
ValueWalk’s Raul Panganiban interviews Shree Viswanathan, founder and sole employee of SVN Capital. In this part, Shree discusses if there room for growth, his thoughts on working from home during the coronavirus pandemic, and opportunities in Copart and Heico Corporation. Transcript continues.Q3 2020 hedge fund letters, conferences and moreSo just in regards to ideas, anything that you can discuss publicly or specifically, that you find attractive, and you'd like to share?Sure. Um, you know, the Copart is, is a name that I've, that I've owned. It's a it's one of the largest salvage yard compa...
ValueWalk
ValueWalk’s Raul Panganiban interviews Shree Viswanathan, founder and sole employee of SVN Capital. In this part, Shree discusses his one person investment team, the fee structure, his idea generation process, the quantitative standpoint of his investments, evaluating the company’s culture, and his thoughts on the long term risk free rate. Transcript continues.Q3 2020 hedge fund letters, conferences and moreAnd in the future, as you grow, do you ever envision yourself having a big investment team beyond your beyond the one person?I would hope not, I have bought [inaudible] Willow Oak, you know...
ValueWalk
ValueWalk’s Raul Panganiban interviews Shree Viswanathan, founder and sole employee of SVN Capital. In this part, Shree discusses his background and what led him to investing and finance, his investment philosophy, his sandbox approach to finding companies, deloying capital for a full business cycle, and excessive diversification would lead to mediocre performance. Full interview link.Q3 2020 hedge fund letters, conferences and moreIf we can just begin with your background and what led you to finance and investing?Sure. So I'm actually an immigrant from India. I came to the US as a graduate st...
ValueWalk
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