Nu Holdings: U.S. Banking License, Favorable FX, All-Time Highs

Group 1 - The company aims to invest in firms with strong qualitative attributes and purchase them at attractive prices based on fundamentals, with a long-term holding strategy [1] - The investment strategy focuses on maintaining a concentrated portfolio to avoid underperforming stocks while maximizing exposure to high-potential winners [1] - The company plans to publish articles about selected companies approximately three times a week, including extensive quarterly follow-ups and constant updates [1] Group 2 - The company may rate high-quality companies as 'Hold' if their growth opportunities do not meet the required threshold or if the downside risk is considered too high [1]