YouTube · Futurum Equities
Latinoamérica · 25 entradas · 21 publicaciones
NU
Nu
- Entradas
- 25
- Alcistas
- 10
- Bajistas
- 0
- Primera
- 15 ago 2025
- Última
- 12 oct 2026
Más alcistas que bajistas entre las que declaran postura.
ene 25 – oct 26 · por mes
Seguimiento completo Pro · gratis durante el lanzamiento
Alfa de cada tesis sobre NU a 1, 3 y 6 meses y desde la publicación, y el gráfico completo frente a su índice.Gratis durante el lanzamiento: entra o regístrate con tu email para verlo.
Regístrate gratisCronología
De la más reciente a la más antigua- octubre de 2026 4 entradas
Substack · Linas's Newsletter · Linas Beliūnas
Nubank walks away from £10B Monzo deal after 10% share drop 👋📉; Did AmEx and Perplexity just launch an AI CFO for small businesses? 🤖📊
You're missing out big time... Weekly Recap 🔁
Desde publicación −22,2 % α −9,8 p. p. vs MSCI EM Latin America (ILF) · USD
YouTube · Global News Daily
Nu Holdings (NU) Stock Analysis: $1B Profit Milestone vs. Rising Credit Risk
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.
Desde publicación NU −17,9 % α −6,4 p. p. vs MSCI EM Latin America (ILF) · USD
- septiembre de 2026 8 entradas
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.
Desde publicación −1,6 % α +1,4 p. p. vs MSCI EM Latin America (ILF) · USD
YouTube · JKR - Investing
NU Holdings - #1 Stock To Buy
YouTube · Global news Report
Nu Holdings: The $1 Billion Profit Secret (Undervalued or Trap?)
YouTube · Before You Buy
Nu Holdings Stock 2026: $3.61B Profit and 139M Customers — Is NU Undervalued?
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.
Desde publicación −8,7 % α −4,3 p. p. vs MSCI EM Latin America (ILF) · USD
YouTube · Global news Report
Nu Holdings Stock 2026: The Undervalued Banking Giant Ready to Explode? (Must Watch)
YouTube · Investor Insight
NU Stock Soars 9% After Earnings — Is It Still a Buy?
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.
Desde publicación −17,0 % α −9,5 p. p. vs MSCI EM Latin America (ILF) · USD
- agosto de 2026 4 entradas
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.
Desde publicación −14,4 % α −10,3 p. p. vs MSCI EM Latin America (ILF) · USD
Substack · The Inflection · Miguel | The Inflection
Nubank Q2’26 Earnings: $1B Record Profit and the Stock Got Cheaper. Is 0.40 PEG an Entry?
Record profit, a 33% return on equity, and the 90+ days delinquency moved the wrong way. At 19.7x earnings and 49% growth, the PEG says cheap.
Desde publicación −14,5 % α −11,1 p. p. vs MSCI EM Latin America (ILF) · USD
YouTube · Thinking in Returns
Nu Holdings Just Proved the Bull Case — Is NU Stock Still a Buy?
Substack · CompoundingAlpha · Nick Ridenour
How Nubank Built a 135M User Empire ($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.
Desde publicación −8,7 % α −7,9 p. p. vs MSCI EM Latin America (ILF) · USD
- julio de 2026 3 entradas
YouTube · DeepDive
Nu Holdings (NU) Stock Analysis 2026 | Latin America's Fintech Giant
Substack · The Inflection · Miguel | The Inflection
Nubank: 42% Growth, $871M Record Profit and the Stock Is Down 28%. Is the Dip the Entry?
My largest holding: A widening moat and a 29% ROE on one side; a credit cycle the market is pricing hard on the other. Here's my updated thesis.
Desde publicación −10,2 % α −6,8 p. p. vs MSCI EM Latin America (ILF) · USD
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…
Desde publicación −9,5 % α −6,5 p. p. vs MSCI EM Latin America (ILF) · USD
- junio de 2026 2 entradas
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.
Desde publicación −3,3 % α −1,6 p. p. vs MSCI EM Latin America (ILF) · USD
Substack · The Inflection · Miguel | The Inflection
NIO Posted Its Second Straight Operating Profit at an 18.8% Vehicle Margin. The Stock Is $6, Half the Market Cap Is Cash, and It Fits the One Pattern I Trust Most.
Vehicle margin went from 10.2% to 18.8% in four quarters, revenue doubled, and roughly half the market cap is cash. Here's the inflection thesis.
Desde publicación +4,1 % α +3,1 p. p. vs MSCI EM Latin America (ILF) · USD
- diciembre de 2025 1 entrada
YouTube · Stockmindsweb
Best Fintech Stock to Buy: Nu Holdings (NU) Stock Analysis Q3 2025
- agosto de 2025 2 entradas
Substack · Bruno Gazze
LATAM POTENCIA
MERCADO LIBRE, NUBANK Y DLOCAL 💎
Desde publicación NU −6,5 % α −34,2 p. p. vs MSCI EM Latin America (ILF) · USD
Substack · Hazelnuts Research
The Purple Revolution: Why Nu Bank's Market Misunderstanding A Big Opportunity
The market often misjudges true disruption, mistaking growing pains for fundamental flaws. This panic can be a profound gift, revealing a quality company at a compelling price.
Desde publicación −4,9 % α −33,1 p. p. vs MSCI EM Latin America (ILF) · USD
- Sin fecha 1 entrada
YouTube · Dr. Asif | Stock Picks
NU Stock Analysis: The Real Reason Nu Holdings Is Crashing
Hay 1 entrada más de baja confianza, oculta porque el ticker no se pudo comprobar en el texto. Verlas en el índice →
Precios al cierre del 27 oct 2026. Rentabilidades pasadas no garantizan resultados futuros. Solo precio, sin dividendos, en moneda local. Los datos pueden tener retraso o errores. No es asesoramiento financiero. Cómo se calcula.