# Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU Page: https://stenobird.com/podcast/value-hive-podcast-353041/evan-vanderveer-vanshap-capital-meli-kspi-and-nu Text version: https://stenobird.com/podcast/value-hive-podcast-353041/evan-vanderveer-vanshap-capital-meli-kspi-and-nu.md Podcast: [Value Hive Podcast](https://stenobird.com/podcast/value-hive-podcast-353041) Published: 2026-07-24T10:00:00+00:00 Episode link: https://podcasters.spotify.com/pod/show/valuehive/episodes/Evan-Vanderveer-Vanshap-Capital-MELI--KSPI--and-NU-e3mfl26 Audio file: https://anchor.fm/s/11a83958/podcast/play/123245062/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-24%2Fe1ad5964-1f69-5d7b-fb1e-dc312c8e0478.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/evan-vanderveer-vanshap-capital-meli-kspi-and-nu Duration seconds: 2701 ## Resource I hope you enjoy this podcast with Evan Vanderveer, founder of Vanshap Capital. Vanshap invests in founder-led businesses that focus on Customer Fanaticism. We discuss three of Evan's core holdings: 1. Kaspi (KSPI) 2. Nu Holdings (NU) 3. Mercado Libre (MELI) PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLY ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/evan-vanderveer-vanshap-capital-meli-kspi-and-nu/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/value-hive-podcast-353041/evan-vanderveer-vanshap-capital-meli-kspi-and-nu.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.