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
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