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David Nangle, how do Creditas and Konfio contribute to VEF's success?
Manage episode 328319111 series 2933565
VEF is the Emerging Markets Fintech investor. The Sweden-listed company is investing in Fintech assets in Emerging Markets. After one year I did a follow-up discussion with CEO Dave Nangle.
We have discussed the following:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:38 Introducing David Nangle
01:00 Competitiveness in emerging markets
03:40 Observations on emerging markets
08:35 Toolbox to reach the 30% and not overpay
10:03 The play between numbers crunching vs. qualitative factors
12:00 Thoughts on optionalities
12:40 VEF’s services
15:04 Borders of founder’s focussedness
16:42 VEF’s strengths
17:40 ??
20:30 Coping with powerlessness & frustrations
23:40 What will happen with NAV?
28:20 Down rounds ahead?
31:20 Macro impacts on company valuations
33:00 Brazil
34:45 Capital allocation
38:10 Listings
38:55 Cash
40:36 Insight into 2 portfolio holdings: Creditas & Konfio
47:00 Community exclusive: Expectations for the cooperation between Creditas & Nubank
47:40 Creditas’ loss
50:12 Creditas’ efficiency in customer acquisition
52:05 Recurring & upfront revenue
53:10 Rethinking sizing
56:12 Learnings from the Russia conflict
58:00 Konfio’s future
59:40 Interesting learnings
01:01:30 The next Creditas?
01:02:30 The next Konfio?
01:04:27 Egypt
01:05:45 Playbook to open new markets
01:07:00 Climate risks
01:13:00 Closing thoughts
01:13:50 Thank you
01:13:57 Disclaimer
More
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Apply to the Plus community: https://good-investing.net/plus/
Join the Supporters Club: https://good-investing.net/supporters-club/
IB – our recommended broker *: https://good-investing.net/ib/
Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/
TIKR – our data tool *: https://tikr.com/goodinvesting
Disclaimer: https://good-investing.net/imprint/disclaimer/
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Affiliate Link = *
David Nangle, how do Creditas and Konfio contribute to VEF’s success? appeared first on Good Investing.
84 에피소드
Manage episode 328319111 series 2933565
VEF is the Emerging Markets Fintech investor. The Sweden-listed company is investing in Fintech assets in Emerging Markets. After one year I did a follow-up discussion with CEO Dave Nangle.
We have discussed the following:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:38 Introducing David Nangle
01:00 Competitiveness in emerging markets
03:40 Observations on emerging markets
08:35 Toolbox to reach the 30% and not overpay
10:03 The play between numbers crunching vs. qualitative factors
12:00 Thoughts on optionalities
12:40 VEF’s services
15:04 Borders of founder’s focussedness
16:42 VEF’s strengths
17:40 ??
20:30 Coping with powerlessness & frustrations
23:40 What will happen with NAV?
28:20 Down rounds ahead?
31:20 Macro impacts on company valuations
33:00 Brazil
34:45 Capital allocation
38:10 Listings
38:55 Cash
40:36 Insight into 2 portfolio holdings: Creditas & Konfio
47:00 Community exclusive: Expectations for the cooperation between Creditas & Nubank
47:40 Creditas’ loss
50:12 Creditas’ efficiency in customer acquisition
52:05 Recurring & upfront revenue
53:10 Rethinking sizing
56:12 Learnings from the Russia conflict
58:00 Konfio’s future
59:40 Interesting learnings
01:01:30 The next Creditas?
01:02:30 The next Konfio?
01:04:27 Egypt
01:05:45 Playbook to open new markets
01:07:00 Climate risks
01:13:00 Closing thoughts
01:13:50 Thank you
01:13:57 Disclaimer
More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Apply to the Plus community: https://good-investing.net/plus/
Join the Supporters Club: https://good-investing.net/supporters-club/
IB – our recommended broker *: https://good-investing.net/ib/
Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/
TIKR – our data tool *: https://tikr.com/goodinvesting
Disclaimer: https://good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Affiliate Link = *
David Nangle, how do Creditas and Konfio contribute to VEF’s success? appeared first on Good Investing.
84 에피소드
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