Vanshap Capital

An investment management firm dedicated to identifying exceptional opportunities globally. Proudly partners with @MarkelStyle

[Vanshap Capital @VanshapCapital]

Still one of the most misunderstood businesses in public markets.

Refreshed work on https://t.co/H6myt3zqih ($KSPI):

✔️>50% of Kazakhstan uses it daily.
✔️87% share of digital payments.
✔️23% of all retail sales flows through the platform.

Now exporting the playbook to Turkey via Hepsiburada ($HEPS).

DM us for the full memo. Summary in the 🧵:

[Vanshap Capital @VanshapCapital]

https://t.co/cO2Sa6w4Cs

[Vanshap Capital @VanshapCapital]

Still one of the most misunderstood businesses in public markets.

Refreshed work on https://t.co/H6myt3zqih ($KSPI):

✔️>50% of Kazakhstan uses it daily.
✔️87% share of digital payments.
✔️23% of all retail sales flows through the platform.

Now exporting the playbook to Turkey via Hepsiburada ($HEPS).

DM us for the full memo. Summary in the 🧵:

[Evan Vanderveer @EvanVanderveer]

Thank you so much for having me @rodneylake3, I really enjoyed the conversation!

[Vanshap Capital @VanshapCapital]

DM for the fully detailed, 60-page investment memo. Brief summary here ⤵️ Not investment advice. Please see full disclaimer on the last page.
https://t.co/VLyElJKyhl

[Vanshap Capital @VanshapCapital]

🧵1/
Thrilled to share our analysis on @nubank ($NU), among the largest digital banks globally, with over 114 million customers. Its scaled, tech-native model is redefining consumer finance in Latin America, particularly in Brazil, Mexico, and Colombia. A brief summary: ⬇️

[Vanshap Capital @VanshapCapital]

6/
Growth is expected to come from both deeper monetization in 🇧🇷 and continued customer acquisition in 🇲🇽 & 🇨🇴. As scale increases, operating efficiency should improve further, while credit performance benefits from portfolio seasoning and a shift toward secured lending.

[Vanshap Capital @VanshapCapital]

Thank you @itaiparnes and @BrownUniversity for having us, we really enjoyed the thoughtful discussion!

https://t.co/FPXHts6ALM

[GW Investment Institute @gw_investment]

Thank you @evanvanderveer - Managing Partner @VanshapCapital - for speaking with students in our #investment class about how you identify quality businesses in overlooked markets, thanks.

#GWSB #gwinvest @GWSBalumni @gwbusiness

[Vanshap Capital @VanshapCapital]

Looks like a busy day for ⁦@jet2tweets⁩ $JET2!

[Intrinsic Insights @intrinsights]

Fascinating interview with Steven Markel w/ great insights on history and culture of $MKL by @VanshapCapital

https://t.co/kn9q8VAbfr

[Instalco Sverige @InstalcoSverige]

Instalcos vd och koncernchef är gäst i det senaste avsnittet i podden Global Value Creators. Här berättar Per på djupet om sin uppväxt, bakgrund, karriär och om resan med Instalco.
https://t.co/es71Zq6kKO

[Vanshap Capital @VanshapCapital]

Thrilled to share Installing the Nordics - Per Sjöstrand, Co-Founder & CEO of @InstalcoSverige $INSTAL, who explains how he has completed +100 acquisitions and created a $3B market cap company with only 7 people @ HQ in just 7 short years! https://t.co/93TBYNtYyd

[Pierre Gilles @CompoundValue87]

Great presentation @evanvanderveer! I particularly liked the point about how high insider ownership is oftentimes a prerequisite for the optionality of pivoting the business.

[Intrinsic Insights @intrinsights]

Great podcast by ⁦@VanshapCapital⁩ with CEO of ⁦@GlenveaghHomes⁩ about building and reinforcing competitive moat through scale, standardization, efficiency and culture https://t.co/J99fKTuota

[Vanshap Capital @VanshapCapital]

⁦@MarkelStyle⁩ 2021 AGM

[Liron Manor @LironManor]

Great presentation. Loved the use of NPS to screen businesses!