PERSON DIRECTORY
Evan Vanderveer
Evan Vanderveer appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140M customers and 60% Brazilian adult penetration mask Evan Vanderveer's thesis that the next five years will deepen relationships, lifting ARPAC from 17 toward the high-20s.With 20% efficiency versus 40-60% at incumbents and 7% of Brazil's $100B banking gross-profit pool, Evan underwrites $2 EPS by 2029/2030 at 16×, while credit stress, global expansion and AI commoditization remain risks.