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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.
I added to my position earlier in the month as the stock traded lower despite no apparent news. Then, last week,...
— Wolf of Harcourt Street
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Other investors who've written on Nu Holdings Ltd.
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 $11 ARPAC. This operating efficiency...
Nu Holdings (aka Nubank) is a leading digital banking platform headquartered in Brazil that is transforming consumer banking across Latin America by delivering a superior, low-cost, mobile-first exper
More institutional theses from The Wolf of Harcourt Street
Amazon.com, Inc. ($AMZN) is a global technology and commerce giant spanning e-commerce marketplace distribution, logistics operations, and cloud computing infrastructure, representing 9.9% of the fund. The manager took...
Sea Limited ($SE) is a Southeast Asian consumer internet platform operating e-commerce marketplace Shopee, digital financial services provider SeaMoney, and gaming developer Garena, representing 6.1% of fund assets. The manager positions...
The manager expanded their position in Visa for a second consecutive month, finding the valuation of 25x forward earnings highly compelling for a high-quality, stable business. They prefer to...