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 🧵:
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 🧵:
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
🧵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: ⬇️
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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.
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
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
Great presentation @evanvanderveer! I particularly liked the point about how high insider ownership is oftentimes a prerequisite for the optionality of pivoting the business.
Great podcast by @VanshapCapital with CEO of @GlenveaghHomes about building and reinforcing competitive moat through scale, standardization, efficiency and culture https://t.co/J99fKTuota