
Shreekkanth Viswanathan: Finding Great Businesses Outside The US (SHVA.TSE & LVC.WSE)
Samsam19
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<p>Shreekkanth Viswanathan is the founder and portfolio manager at SVN Capital. In this episode we had an amazing conversation about Shreekkanth’s investment criteria, his M&A background, his time at Advisory Research, founding SVN Capital idea generation, idea sourcing, and we discussed two ex-US investing: Automatic Bank Services (SHVA) located in Israel and Livechat Software (LVC) located in Poland.<br> </p> <p>Check out the time-stamp below: </p> <ul> <li>[1:18] The State of the Investment Union </li> <li>[5:00] Evolution Gaming </li> <li>[8:00] Shreekkanth Investment Criteria</li> <li>[16:00] Shreekkanth’s M&A Background </li> <li>[21:00] Advisory Research Type of Investments</li> <li>[27:00] Does Valuation Matter in the Current Environment? </li> <li>[32:00] Founding SVN Capital. </li> <li>[42:50] Ex-Us Ideas: Automatic Bank Services (SHVA)</li> <li>[1:03:00] Ex-Us Ideas: Livechat Software (LVC)</li> <li>[1:19:00] More from Shreekkanth and Closing Questions</li> </ul> <p>This episode is brought to you by TIKR. Join the free beta today at <a href="https://tikr.com/hive" rel="ugc noopener noreferrer" target="_blank">TIKR.com/hive</a><a href="https://tikr.com/hive" rel="ugc noopener noreferrer" target="_blank">.</a> They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR</p> <p>This episode is also brought to you by Quartr. Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to
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Shreekkanth Viswanathan: Finding Great Businesses Outside The US (SHVA.TSE & LVC.WSE)
Samsam19