Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

Latin America · 25 entries · 21 publications

NU

Nu

Entries
25
Bullish
10
Bearish
0
First
Aug 15, 2025
Latest
Oct 12, 2026

▲ 10 bullish ▼ 0 bearish · 15 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

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Timeline

Newest to oldest
  1. October 2026 4 entries

    Substack · BuyTrigger | Dr. Alex Koh · Dr Alex Koh

    SpaceX, Nu Bank, Meli and Nvidia not Stopping!

    Early birds day for BuyTrigger 4.0. Earnings are weeks away. Three corners are flying anyway. Here's to the dip buyers.

    NUNVDA985 words

    Since publication NU −17.9% α −6.4 pp vs MSCI EM Latin America (ILF) · USD

  2. September 2026 8 entries

    Substack · Lorenzo Bolsa · Lorenzo Couget

    NUBANK: el rumor, el desplome y el rebote

    La acción cayó casi 10% por un rumor. Nubank lo negó y el after-hours reaccionó. El negocio sigue ejecutando, pero la expansión global pone a prueba la disciplina de Nu.

    NUES4,532 words

    Since publication −1.6% α +1.4 pp vs MSCI EM Latin America (ILF) · USD

    Substack · Fintech Blueprint 🤖🏦🧭 · Lex Sokolin

    Analysis: Fintech evolved into Hyperbanks and Neobranches

    Column, Altruist, Erebor, Nubank, and Revolut point toward a new financial model where technology companies own the factory instead of renting it.

    NU3,444 words

    Since publication −8.7% α −4.3 pp vs MSCI EM Latin America (ILF) · USD

    Substack · The Inflection · Miguel | The Inflection

    Klarna Beat on Revenue and Fell 20%. Why I Keep Buying

    GMV slowed from 33% to 18% but everything else accelerated: revenue, transaction margin in a $540 billion market less than 1% penetrated. Base case returns 32% a year over five years.

    NU5,301 words

    Since publication −17.0% α −9.5 pp vs MSCI EM Latin America (ILF) · USD

  3. August 2026 4 entries

    Substack · CapexAndChill

    The Market Is Ignoring Nubank

    Some conservative estimates show that Nu may be one of the best risk-reward opportunities in the market.

    NU3,429 words

    Since publication −14.4% α −10.3 pp vs MSCI EM Latin America (ILF) · USD

    Substack · CompoundingAlpha · Nick Ridenour

    How Nubank Built a 135M User Empire ($NU Deep Dive & Valuation)

    From zero-fee disruption to a 17.6% efficiency monster. Inside the upmarket pivot, US expansion blueprint, and 5-year DCF models.

    NU7,389 words

    Since publication −8.7% α −7.9 pp vs MSCI EM Latin America (ILF) · USD

  4. July 2026 3 entries

    Blogs · r/ValueInvesting · /u/broengineer

    NU Holdings (NU)

    I am studying NU, and I am still unsure wether it's undervalued or not. I understand that the market is pricing in South America risks, but this growth and those margins are very rare at those multiples. My take is that…

    BullishNUshort1,486 words

    Since publication −9.5% α −6.5 pp vs MSCI EM Latin America (ILF) · USD

  5. June 2026 2 entries

    Substack · FDW Capital

    Banking Without Branches: Why I'm Buying Nubank at $12

    A deep dive on the bank that quietly became one of the largest in the world, and why I think it's still mispriced at $12.

    BullishNU5,124 words

    Since publication −3.3% α −1.6 pp vs MSCI EM Latin America (ILF) · USD

  6. December 2025 1 entry
  7. August 2025 2 entries

    Substack · Bruno Gazze

    LATAM POTENCIA

    MERCADO LIBRE, NUBANK Y DLOCAL 💎

    MELINUDLOES1,845 words

    Since publication NU −6.5% α −34.2 pp vs MSCI EM Latin America (ILF) · USD

  8. Undated 1 entry

There is 1 more low-confidence entry, hidden because the ticker could not be checked in the text. See them in the index →

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.