MONELOGICS
banner
monelogics.com
MONELOGICS
@monelogics.com
On a mission to find the best tech stocks in the world. #AI, #Semiconductor, #Software & more. No investment advice.

The greatest risk in life is not taking one. - Peter L. Bernstein
The open interest data for Nu Bank's options highlights support at $10 and resistance at $16, with additional key levels in between. The concentration of options around these strikes suggests that traders are preparing for potential movements within this range.
December 27, 2024 at 11:11 AM
No investment advice
December 27, 2024 at 9:30 AM
Disclaimer: Long NU
December 27, 2024 at 9:13 AM
⚠️ Risks
• Regulatory changes could impact operations.
• Increased competition from banks & fintechs like PagSeguro & XP Inc.
• Economic instability in Latin America affects spending & credit growth.
• Market volatility could impact stock performance short-term.
• Denomination of local currencies
December 27, 2024 at 9:13 AM
🌍 Customer Distribution
• Brazil: 100M customers (57% of adult population)
• Mexico: ~9M customers
• Colombia: ~2M customers
December 27, 2024 at 9:13 AM
🔮 Outlook
• Continued growth in Latin American fintech sector expected.
• Exploring new products & expansion into more countries. Potential ARPU expansion
• Projected to reach ~150M customers by end of 2025.
• Future market expansions to enhance revenue streams.
December 27, 2024 at 9:13 AM
🏦 Status Quo
• Primarily operating in Brazil, recently entered Argentina.
• Strong quarterly earnings with robust user growth & increased revenue.
• NU stock valued highly vs. competitors.
• Gaining popularity among younger consumers.
• Diversified products: credit cards, personal loans, investments
December 27, 2024 at 9:13 AM
📈 Past
• Significant growth since inception, especially in Brazil.
• Expanded to 110M users in Latin America.
• Attracted notable investors like Warren Buffett, showing strong market confidence.
• Stock surged 89% since Oct 8, 2023, outperforming the S&P 500.
• Warren Buffett sold some shares.
December 27, 2024 at 9:13 AM
Nu Holdings Ltd. (NU), commonly known as Nubank, is a leading digital bank, primarily focused on providing accessible financial services through innovative technology. The company has expanded its user base and product offerings, establishing a strong presence in Latin American markets.
December 27, 2024 at 9:13 AM
Just third-party cookies as far as I understood
January 6, 2024 at 7:00 PM
Cookie chaos might help Google’s search business as it would be the safer destination for marketers during the transition
January 4, 2024 at 10:58 PM