Cathie Wood and Warren Buffett could not be more different in their investing style, but they have one thing in common: Nubank (NYSE: NU )The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has bee ...

Nu Holdings ( NU ) is capitalizing on the LatAm banking by blending scale, speed, and simplicity through a digital-first model. With 114 million clients across Brazil, Mexico, and Colombia, the company’s growth is nothing short of explosive, backed by a rising deposit base, strong engagement, andYiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Edu ...

This is a rapidly growing company. It has found remarkable success catering to a part of the world that has a big underbanked and unbanked population. Nu's focus on using technology to better serve customers has been a winning strategy. Revenue grew 1,782% from $612 million in 2019 to $11.5 billion in 2024. This was supported by a customer base that expanded nearly six-fold during that time. More than half of adults in Brazil are Nu customers. Colombia and Mexico, while newer markets, also have huge potenti ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end Q1, consider joining Out Fox The Street .Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NU over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not rece ...

Despite having a market cap of more than $50 billion, Nu Holdings (NU -4.17%) might not be a familiar business to many investors in the U.S. That's because its operations are in Brazil, Mexico, and Colombia.The company's shares have been volatile since their initial public offering in December 2021. However, they have soared 180% in the past 24 months. This is true even though there's been a 26% drop since November. Nu trades for less than $12 a share. Does this make the fintech stock a smart buying opportu ...

Warren Buffett often talks about the role of luck, about being born in the United States, and also his famous quote “Don't bet against America”. I'm mentioning this because being a long-term investor in US stocks is different fromEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or t ...

Core Insights - The article emphasizes a low-risk investment strategy aimed at achieving approximately 12% average annual returns while prioritizing consistency over volatility [1]. Group 1: Investment Philosophy - The investment approach is characterized as contrarian and risk-averse, focusing on risk factors rather than growth opportunities [1]. - The investor has 15 years of professional equity research experience, including work at a top hedge fund, and specializes in cash-generative companies in developed industries [1]. Group 2: Personal Background - The investor holds a First Class Honors degree in Economics from the University of London and admires renowned investors such as Warren Buffett and Howard Marks [1].

Nu Holdings (NYSE: NU ) lost its momentum at the end of 2024 due to a weakening Brazilian Real and has not been able to recover ground since 2025. Yet, Nu keeps showing promising improvements quarter after quarter that shouldFriso Alenus is a junior financial analyst at a private equity and venture capital firm. He has been actively involved in the stock market since December 2020, sharpening his analytical skills and investment decision-making. He is also a CFA Level I candidate. As a contributor to Seekin ...

Nu Holdings Ltd. (NU) has delivered impressive performance over the past three months. Its stock has surged 12% compared with the industry‘s growth of 16%.NU’s peers have shown contrasting performances. Banco Santander (Brasil) S.A. (BSBR) has gained 22%, while SoFi Technologies (SOFI) has declined 20% during the same period. Considering the current strength of NU shares, investors may wonder if now is the right time to invest in the stock. Let’s delve deeper.NU: Disrupting Banking Across Latin AmericaAs a ...

Group 1: Investment Context - Small investors often aim for a retirement savings goal of $1 million, which is increasingly seen as insufficient for a comfortable retirement [1] - A prospective retiree may need to save $250,000 over the next decade to reach the $1 million milestone [2] Group 2: Sea Limited - Sea Limited is a leading e-commerce company in Southeast Asia, operating through its online shopping platform Shopee and fintech segment SeaMoney [3] - The gaming segment, Garena, has seen a resurgence, with the stock rising 125% over the past year [4] - The stock is currently priced about two-thirds below its 2021 high, with a profitable outlook as revenue grew 29% to nearly $17 billion in 2024, resulting in a net income of $448 million, a 175% increase [5][6] Group 3: Nu Holdings - Nu Holdings has emerged as the largest digital bank outside Asia, providing credit cards to around 21 million Brazilians, with 58% of Brazil's adult population holding at least one account [8] - The company is expanding into Mexico and Colombia, with a total of 114 million customers and a revenue of $11.5 billion in 2024, reflecting a 43% annual growth [9] - Despite macroeconomic challenges in Brazil, the company has maintained profitability, earning $2 billion in 2024, a 110% increase [10] Group 4: Reddit - Reddit, a social media platform, has seen its shares rise significantly since its IPO but has also experienced volatility, losing over half its value shortly after [11] - The platform boasts over 102 million daily active unique visitors, making it a dominant player in its niche [12] - In 2024, Reddit generated $1.3 billion in revenue, a 62% increase, but reported losses of $484 million for the year [13][14] - The company is projected to turn a profit in 2025, with a forward P/E ratio of 36, making it an attractive option for investors [15]