Schwar Capital Research

Schwar Capital Research

NU Investment Thesis

22% Customer Growth, 58% Revenue Growth, 29% ROE

Schwar Capital Research's avatar
Schwar Capital Research
Feb 21, 2025
∙ Paid

To read our full disclaimer, click here.

Overview:

Nu Holdings' 15%+ drop today appears overstated in our view, presenting an asymmetric investment opportunity in NU, a high-quality business with excel…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Schwar Capital · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture