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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Shares of Nu Holdings Ltd. underperformed during the quarter, declining 7.1% following a weaker-than-expected 1Q26 earnings release. Provisions exceeded expectations...
— Alex Umansky
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Other investors who've written on Nu Holdings Ltd.
Nu Holdings Ltd. ($NU) operates Nubank, the dominant digital banking and financial services platform across Latin America, currently representing 7.2% of the fund's investment portfolio. The manager maintains...
Nu is expanding rapidly in Latin America, recently surpassing 100 million customers and establishing a comprehensive super app in Brazil while gaining market share in Mexico. Supported by a...
Nubank is a highly capital-efficient online lender in Latin America with industry-leading unit economics, including ultra-low acquisition costs of $10 and a serving cost of just $0.90 per month against an $11 ARPAC. This operating efficiency...
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We initiated a new position in Coherent Corp., a leading designer, developer, and manufacturer of optical networking solutions to the data center and industrial markets. Coherent sells lasers,...