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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.
' The fund aims to compound investor capital at a target rate of 15% per annum without using leverage or market timing. Key investment models...
— Andrew Hollingworth
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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