Fintech

06 Jul, 2025

Nu Holdings Ltd. (NU) - Fundamental Analysis

Investing , Analysis , Fundamental Analysis , Financial Services , Banks Regional

🎯 Investment Thesis & Recommendation Core Thesis Nu Holdings represents the dominant digital banking platform in Latin America with exceptional unit economics, sustainable competitive moats,

02 Jul, 2025

Mastercard Incorporated (MA) - Fundamental Analysis

Investing , Analysis , Fundamental Analysis , Financial Services , Technology

🎯 Investment Thesis & Recommendation Core Thesis Mastercard represents a dominant payment network with exceptional competitive moats, generating superior cash flows through an asset-light bu