Flywire: Leading Cross-Border Higher-Education Payments Provider

Charles Hoeveler of Norwood Capital Partners presented his investment thesis on Flywire Corp (US: FLYW) at Best Ideas 2025.

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Editor’s note: I asked Charles about the potential impact of AI on Flywire. In addition to answering the question during the session, Charles followed up with this additional insight: “Surprisingly, AI did not receive much attention in our primary research process for Flywire. Most likely, that is because FLYW is a software company that primarily monetizes through payments. It not a ‘seat-based’ revenue model subject to AI driven volume reductions at customers. Accordingly, AI is not seen as a threat to Flywire. Meanwhile, senior management is very focused on the opportunity to harness AI to increase developer efficiency and, ultimately, operating margins.”

About the instructor:

Norwood Capital Partners, LP is a concentrated, fundamental value-based long/short investment fund. Norwood relies on primary research to build a portfolio of dominant businesses trading at a discount to intrinsic value. Norwood is managed by Charles Hoeveler, with 20 years of experience in institutional asset management.