0:00 A Fintech backed by Warren Buffett
0:40 What Makes Nubank special?
1:26 The Classic Fintech Playbook
2:30 Megatrends: Fintech and the Latin America (LATAM) market)
3:10 A look at the size of the LATAM addressable market
3:55 Nubank follows a similar playbook to U.S. fintechs (e.g., Cash app and Square/SoFi)
5:33 Cross-selling opportunities, current, new, and future product offerings
6:27 What is the business model? The path to substantial earnings power
8:01 The numbers: Revenue growth, revenue headwinds, net promoter score, growth runway, is revenue growth healthy? and SG&A
14:50 Any near-term bankruptcy? Gross profit, debt, dilution, insider ownership, founder-led?, and revenue per employee
19:25 Stock price performance, and what I'm doing with the stock -- Not investment advice!
In this video, I cover Nu Holdings Stock (Nubank) as a potential investment to consider. Is Nubank A Good Investment? In this video, I describe the company, what they do, their market, their addressable customers and region, their placement in the competitive landscape of Latin America (LATAM) and their valuation and stock price performance. Overall, I like the stock (no investment advice), but I will not be buying due to my portfolio composition. I hope you can learn a thing or two about the company!
As always, this video is NOT investment advice, and none of the contents should be construed as such. I do not make short-term or long-term price predictions for any stock investment, and all words spoken in this video are for entertainment purposes ONLY . Also my Avatar was created with readyplayer.me, a great tool for creating metaverse-ready 3D avatars.
