Nu Holdings: Investors Are Overestimating These Two Risks

  • I reiterate my buy recommendation for Nu Holdings, seeing over 30% upside and strong prospects for international expansion, despite recent executive turnover. Berkshire Hathaway's exit and management changes have spooked investors, but I believe these moves will increase agility and efficiency, especially with Roberto Campos Neto joining. Nu's proven growth model in Brazil is now being replicated in Mexico, with a new full-service banking license as a key catalyst for future results.