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Capital Employed Podcast에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Capital Employed Podcast 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Concentrated Compounding with Shree Viswanathan

25:08
 
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Manage episode 292852777 series 2859341
Capital Employed Podcast에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Capital Employed Podcast 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Joining us in conversation for this episode was Shree Viswanathan, who is the founder of SVN Capital.

With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital.

In this episode Shree provides an overview of his investment process and style. Shree currently has just 11 stocks in his portfolio.

He walks us through his thesis for investing in two of those companies, both of which are high quality compounders - one listed in Sweden and the other in the USA.

Hosted by Jon Kingston
https://twitter.com/equitybaron

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Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/

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Follow the podcast on...

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Twitter
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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do you own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #microcaps

---

Produced by kingsizemetrics.com
Podcasting for investment funds + financial media.

  continue reading

60 에피소드

Artwork
icon공유
 
Manage episode 292852777 series 2859341
Capital Employed Podcast에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Capital Employed Podcast 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Joining us in conversation for this episode was Shree Viswanathan, who is the founder of SVN Capital.

With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital.

In this episode Shree provides an overview of his investment process and style. Shree currently has just 11 stocks in his portfolio.

He walks us through his thesis for investing in two of those companies, both of which are high quality compounders - one listed in Sweden and the other in the USA.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/

--->

Follow the podcast on...

Website
Twitter
LinkedIn
YouTube

--->

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do you own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #microcaps

---

Produced by kingsizemetrics.com
Podcasting for investment funds + financial media.

  continue reading

60 에피소드

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