Nu Holdings: High Multiples Mask A Rare Deep Value Fintech

Core Insights - Nu Holdings is presented as a fully-implemented model with scalability and financial inclusion, indicating strong operational capabilities and growth potential [1]. Company Analysis - The previous review of Nu Holdings highlighted its established business model rather than future promises, suggesting that the company has already achieved significant milestones [1]. - The focus on financial inclusion indicates that Nu Holdings is targeting underserved markets, which could lead to substantial growth opportunities [1]. Investment Perspective - The analysis emphasizes the importance of value companies with solid long-term potential, aligning with the investment strategy of targeting firms that demonstrate sustainable growth [1].