Nu Holdings: A Formidable CEO Interview And New Risks

Summary:

  • CEO insights on Argentine market potential and Brazil growth avenues are promising.
  • Executives’ execution ability remains strong, reinforcing confidence in the Nu Holdings’ strategic direction.
  • Despite the positive outlook, the current valuation lacks margin of safety for a buy recommendation.

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Investment Thesis

I recommend holding Nu Holdings (NYSE:NU) shares. At the end of October, the company’s CEO gave an interview with many interesting insights, such as the potential of the Argentine market and growth avenues that


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