Barbarian Capital on X
2/n $NU founder/CEO @velez_david with @patrick_oshag Crash course on banking economics, how tech impacts banking, cash-to-digital global opportunity, management/leadership, AI implementation https://t.co/osqyHHD0kY
NYSE
Nu Holdings Ltd.
NU
18 stories
$73B Market cap · 2026-10-22
Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI
Brazilian fintechs NU, INTR and PICS stand to benefit from a Bolsonaro-led runoff surprise that lowers fiscal risk premiums, rates and the…
John_Hempton on X
@FedexSTi $NU back to the price it was three weeks ago.
Ian Bezek on X
@ThainRos @MF_Camillus Credit cycle is bad in Brazil but $NU's book is performing. Look at peers instead to find the bodies. https://t.co/rpxE5Dp03v
Barbarian Capital on X
big news in fintech land $NU Monzo in talks with Brazil’s Nubank about sale https://t.co/B0Yx5Lt4Yw
Ian Bezek on X
@EconomieReel @jeremie0117 There's not even one poll showing Flavio up. Betting market has gotten way over its skis... I'm long $NU and $INTR but Lula losing is not the default assumption to make imo... https://t.co/NlgYYmcXFu
Potential Winners And Losers From Nu Bank’s Aggressive Launch Into The United States (Ticker: NU)
Nu Bank’s U.S. launch pairs 4.5% APY and 2% cashback with fee-free USDC remittances, pressuring SoFi, Capital One and cross-border transfer…
SG on X
Looks like $NU US operations are live. Might consider if it has Zelle. https://t.co/SATYDU8b7y
Ian Bezek on X
@davey_juice @ThainRos $EWZ might go lower. I don't have a strong opinion on where big components like Vale and Petrobras go, could be down more. I think $INTR and $NU will keep growing fast enough to offset macro jitters.
Ian Bezek on X
@davey_juice @ThainRos I own a lot of $NU and $INTR but think Lula is going to win, so that's not ideal. Flavio polls look a little better, but he's still a bad candidate. Colombia only went to Abelardo by 1 pt. Lula is incumbent, more popular than Petro, and their electorate is more leftist.
Ian Bezek on X
@davey_juice @taobanker I own both. $NU seems inevitable. $INTR more execution and single-market risk but a lot more upside if it works and gets rerated.
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank’s 140 million customers, 30%-plus ROE and 20% efficiency ratio fuel a debate over whether it is an early Capital One or a mature…
Nubank ($NU) Deep Dive
Nubank has risen 318% from its 2022 low while sustaining 20-25% annual EPS growth, 30% ROE and a 15x P/E multiple.
WD #354: Colombia Earthquake, Software, CIB/AVAL/NU Earnings
Colombia’s earthquake frames risks for Tecnoglass as Grupo Aval, Bancolombia and Nu report strong earnings, including Nu’s 67% EPS growth.
SG on X
$NU strong report imo. LFG. I'm long and may add. https://t.co/8sNxzwFADh
Inter, Nu, MercadoLibre Earnings & Outlook + LatAm Political Considerations
Inter, Nu and MercadoLibre reported 38%, 53% and 51% revenue growth, respectively, as Latin American political and macro risks drove a…
Idea Brunch on X
New Idea Brunch interview with @WhiteFalconCap is out Balkar goes over his past picks, including $NU which is up ~150%, and shares some of his new top ideas! https://t.co/iLoVkWVHIc
Investor Letters
Letters that discuss NU.
- White Falcon Capital Management Q2 2026 Partner Update Letter Q2 2026 AMD $905BEPAM $6.9BNU $73B
- White Falcon Capital Management Q4 & FY 2025 Partner Update Letter Q4 & FY 2025 HUN $1.5BAMD $905BATZ $10B
- Vision Capital Fund Vision Capital Fund - 2024 Annual Investor Letter From 1 October to 31 December 2024 JD $34BMELI $93BMPNGF $59B
- Vision Capital Fund Vision Capital Fund - Q2 2026 Quarterly Letter Q2 2026 AAPL $5.1TAVGO $1.6TLULU $11B
- Vision Capital Fund Vision Capital Fund - Q2 2025 Quarterly Letter Q2 2025 3690 $56B9618 $36BAMZN $2.8T
- Vision Capital Fund Vision Capital Fund - Q1 2025 Quarterly Letter Q1 2025 0LF5 453950 AMZN $2.8T
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