Nu Holdings: The Next Chapter After Brazilian Dominance
Nu Holdings ( NU ) is overlooked by investors because the valuation at a 28 P/E seems really pricey for a bank, and for many Western investors, LatAm is synonymous with deep value investing, not growth, so theyI focus on thematic investing, crisis investing, systematic options trading through both premium selling and long-vol positions, and discretionary global macro. I have experience with private M&A along with many years of publicly-traded equities and equity-based derivatives trading experience.Analyst’ ...