$NU Holdings(NU.US)π NU Holdings β Watchlist / Growth Story
NU continues to stand out as one of the strongest fintech growth stories in Latin America. Record revenue, quarterly net income surpassing US$1 billion, robust customer growth and improving engagement reinforce the strength of its digital banking model across Brazil, Mexico, and Colombia.
π NU remains firmly on my radar,waiting for a more attractive entry point before putting capital to work. The latest results give more confidence in the long term story, with quarterly net income topping US$1 billion for the first time and revenue hitting a record high.
π NU business continues to deliver where it matters growing customers, revenue and profits. If that momentum continues, there should be plenty of opportunities to participate when the valuation and setup make more sense.
π Customer growth, Mexicoβs expansion, loan growth, credit quality and whether NU can keep growing profits without sacrificing its pace of expansion
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