{"podcast":{"title":"Value Hive Podcast","slug":"value-hive-podcast-353041","podcast_index_feed_id":353041,"rss_url":"https://anchor.fm/s/11a83958/podcast/rss","website_url":"https://twitter.com/marketplunger1","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/2862374/2862374-1613085518959-c8592d1bd21bb.jpg","author":"Brandon Beylo","episode_count":342,"summary":"Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/","last_synced_at":"2026-07-24T20:17:11.801080+00:00","page_url":"https://stenobird.com/podcast/value-hive-podcast-353041"},"episode":{"title":"Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU","slug":"evan-vanderveer-vanshap-capital-meli-kspi-and-nu","published_at":"2026-07-24T10:00:00+00:00","page_url":"https://stenobird.com/podcast/value-hive-podcast-353041/evan-vanderveer-vanshap-capital-meli-kspi-and-nu","show_page_url":"https://stenobird.com/podcast/value-hive-podcast-353041","url":"https://podcasters.spotify.com/pod/show/valuehive/episodes/Evan-Vanderveer-Vanshap-Capital-MELI--KSPI--and-NU-e3mfl26","audio_url":"https://anchor.fm/s/11a83958/podcast/play/123245062/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-24%2Fe1ad5964-1f69-5d7b-fb1e-dc312c8e0478.mp3","summary":"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","meta_description":"I hope you enjoy this podcast with Evan Vanderveer, founder of Vanshap Capital. Vanshap invests in founder-led businesses that focus on Customer Fanaticis…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2701,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/evan-vanderveer-vanshap-capital-meli-kspi-and-nu/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/value-hive-podcast-353041/evan-vanderveer-vanshap-capital-meli-kspi-and-nu.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}