Nu Holdings Ltd.
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9/15/26 - $nu - find me a better single name

166
9/15/26 :: VROCKSTAR :: NU
find me a better single name

- largest single position as of today
- i like the jan '29 leaps in the mid $7s, but i'm out there setting the price today
- David is one of the most incredible founders i've come across and his push into the US will be successful is my POV as he continues to run over Latam banks and fintechs
- find me a more attractive multi-year story that just posted a monster beat, with rocket boosters and *checks math* trades at 12x next year's PE growing 30%... and probably 30-40% EPS through 2030...
- well. if you just follow the bottleneck bros you'll probably miss this one because you're focused on the 0dte 10x "promised".
- NU has a good chance of 5-10x by 2030. but yeah, it won't be tmr.
- keep a close eye on this one.

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