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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.
Nu Holdings is a company we initiated a small position in during 2024. Known as “Nubank,”...
— Jake Barfield
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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...
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
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