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Posted by
Two Blokes Jun 28 -
Filed in
Stock
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4 views
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.