Nu Holdings: The Next Chapter After Brazilian Dominance

Core Viewpoint - Nu Holdings (NU) is perceived as overvalued by investors, with a price-to-earnings (P/E) ratio of 28, which seems high for a banking institution [1] Group 1: Valuation and Market Perception - The current valuation of Nu Holdings at a 28 P/E is considered pricey for a bank [1] - Many Western investors associate Latin America (LatAm) with deep value investing rather than growth opportunities, leading to a lack of interest in companies like Nu Holdings [1] Group 2: Investment Strategies - The focus of investment strategies includes thematic investing, crisis investing, systematic options trading through premium selling, long-vol positions, and discretionary global macro [1] - The company has experience in private mergers and acquisitions (M&A) as well as in publicly-traded equities and equity-based derivatives trading [1]