Nu Holdings: Growing Too Fast For Its Valuation To Keep Up

Core Insights - Nu Holdings (NU) presents a unique investment opportunity in the financial sector, characterized by a blend of macroeconomic dynamics and company-level valuation [1]. Group 1: Company Overview - Nu Holdings operates in a complex and dynamic market, particularly in Latin America, which allows for in-depth analysis of local assets while considering broader trends [1]. Group 2: Investment Approach - The investment strategy focuses on deep value and long-term perspectives, emphasizing underfollowed names and structural stories within leading companies [1].