Letters by company

U.S.A Bank

1 letter discussing USBK. Everything written about it on this site is on its ticker page.

Holland Advisors Interim Investor Letter – June 2025 Nu Holdings is presented as a potential global banking disruptor, using structurally low unit costs to offer better customer pricing while funding expansion through high returns on capital. Holland added to TSMC and Greenbrick during spring weakness, initiated PDD and Rosebank, and argues that Nu’s maturing customer relationships could materially lift earnings. first half of 2025 NU $58B