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It won't be long before the words Bank and Nu are synonyms in Brazil. This is a great short term, medium term, and long term buy IMO. Unfortunately, I'm already overexposed to South America, so not looking to add to my position.
@@CouchInvestor MELI, CPA, STNE. I'm not convinced on STNE long-term, but I think it's a big value play. CPA is trading at 5.4 PE, and expects to increase Air Seat Miles by 14% a year for the foreseeable future. Long-time CEO is retiring though which is a slight downer.
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I happily own both NU and MELI.
Thanks for covering Nu.
My pleasure!
I only kept MELI and NU because the management teams know what they are doing. Another great execution!
Many US companies could learn a thing or two from NU and MELI
Thanks for the excellent breakdown, 😊😊
My pleasure!
No regrets, sir. Except for taking early loss that soars right after..
Indeed, at least this time I actually made some $$
I am in both and up a lot. Great find and great coverage.
Awesome! Thank you!
Great content. On and on and on.
Thanks for reminding NU to me. Cheers from Germany 🎉🎉
My pleasure!
what a great quarter
Indeed
I bought a Call Option on NU for 2026 ... I'm about to ride the wave 🌊
What price?
@@CouchInvestor $15 Call expiring January 2026
Thanks
Welcome
It’s tanking this morning
It's up 5%
Haha yes I bought the dip and enjoyed the textbook v shape recovery. Good times.
It won't be long before the words Bank and Nu are synonyms in Brazil. This is a great short term, medium term, and long term buy IMO. Unfortunately, I'm already overexposed to South America, so not looking to add to my position.
Agreed. What other stocks do you own in that region?
Have you guys owned any PBR?
@@CouchInvestor MELI, CPA, STNE. I'm not convinced on STNE long-term, but I think it's a big value play. CPA is trading at 5.4 PE, and expects to increase Air Seat Miles by 14% a year for the foreseeable future. Long-time CEO is retiring though which is a slight downer.
great vid. i hold both Nu and Meli
Nice 🙂