NU

"নিউক যুক্তরাজ্যভিত্তিক ফিনটেক কোম্পানি মনজো (Monzo)-কে প্রায় ৮ থেকে ১০ বিলিয়ন ডলারে কেনার জন্য আলোচনা করছে।"

"New had the first quarter of a billion dollars profit. Stock is still down 19% year to date. Revenue $5.9 billion up 39% FX neutral basis. Return on equity 33% up from 28% a year ago. Customers close to 140 million also up across the board. Mexico is Brazil's playbook running faster and with the benefit of the scale we have today. comments from David, the CEO of the company. New is also a tremendously well-run company, a very, very good business."

"As for another name that's a bit under pressure right now, and that's new holding back under $14. You would like this price right here to be the support area and then go back above $14 as soon as possible. But as I've said on X in a post, this is an undervalued name. It's priced as if it's not going to grow a lot. It's not profitable today. Guess what? It's still going to grow a lot and it is already profitable today."

"Last but not least, and that's Nu Holdings, of course, a much bigger company than the last two, $66.7 billion."

"And here we can see that Marcato Libre and Newbank are increasing their market shares significantly."

"Another name that you might think has been sitting around these areas for quite a while and that's new holdings around $14.20 or so support area is literally around those prices. But as long as we stay above that $14 mark should be fine."

"Now I did buy more shares of new holdings. increase that position by 11.8% at $14.31. Why is that simple? Still want to grow that position. It's an excellent business."

"All right, let's now move on to the next stock that I want to talk about which is New Bank. New Bank had a fantastic earnings report and the stock was up over 10% the next day after earnings."

"So, this business is growing very well and it is extremely profitable. So, now let's talk about New Bank's valuation. And here we can see that it currently has a valuation of 71.6 billion on the stock market. So, let's open up our calculator very quickly and go 71.6 6 billion divided by about 4 billion in annualized earnings. Now, which means that New Bank is trading for about 18 times annualized earnings if they can continue to produce about a billion dollars in quarterly profits. This is not a"

"If we also take a look at New Bank's forward PE, it's currently sitting at 14.3. This in my opinion is an extremely low multiple for a business that is growing so rapidly and in my opinion has such a long runway for future growth. So I do think that new bank is actually quite undervalued in the market right now."

"Now, why didn't I buy more in Nubank? I didn't buy more Nubank because I was planning on buying Nubank on Thursday, but on Thursday Nubank was up 30% and so, well, what's the point?"

"We have some Rocket Lab, Oscar, Meta, DLocal, Rubrik, Micron, Uber, Nu Holdings, Robinhood, Shift4, Axon, Reddit, Netflix, Palantir, cash position, and then some shares of Nvidia."

"Meta, Oscar Health, DLocal, Rubric, Robinhood, Micron, under $900, Uber, Nu, Palantir, Shift4, Axon, Netflix, Reddit, some cash left, and a couple of shares of Nvidia."

"What about Nubank?""

"As for new, same thing as last week. I would like to see this thing back above $14 because then then we're really going to get more momentum and going to $15 should be should be much easier."

"Moving on to new new holdings. Son new received approval to operate as a multiple banking institution in Mexico, gaining identical permissions as legacy incumbents. This license unlocks crucial cost and liquidity advantages, combining regulatory parity with new's native agile digital stack. The move deepens structural cost advantages, paving the way to replicate new highly profitable Brazilian growth engine. We've been talking about new more and more. Of course, we've been talking about new sinc"

"Google, Rocket Lab, Meta is number six, Oscar Health, DLO, Rubric, Micron, Robin Hood, Uber, New Axon, Shift 4 is still here and it's actually holding around $50."

"Moving on to number three here, and that's New Holdings. Contrary to popular belief, just because something is trading at around $14 for one share does not mean that this is a penny stock or a very small company. No, this is already a $68 billion company."

"As for the rest here, like I said, I would like to buy more new and I think around these prices here, I wouldn't mind buying more."

"As for new also quite interesting right now, $1361. The 50-day one sits at $13.50. So, we closed again slightly slightly above that. Can we get closer to $14 and actually stay above it? I think new just like with Melly, just like with the local Latin American names, they're going to get a lot more love in my opinion."