Overview:
Nu Holdings' 15%+ drop today appears overstated in our view, presenting an asymmetric investment opportunity in NU, a high-quality business with excellent growth prospects. Our thesis is built around the following three points:
Nu Holdings' 15%+ drop today appears overstated in our view, presenting an asymmetric investment opportunity in NU, a high-quality business with excellent growth prospects. Our thesis is built around the following three points: