“$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital”
NU is a high-conviction long-term buy due to its tech-like efficiency, strong founder-led culture, and significant growth runway in Latin America beyond just acquiring new customers.
We are talking about N U, the ticker there is N U, and it's a really interesting conversation. This is a company that is very, very popular among FinTwit compounder types, and Evan lays out a really compelling reason why why.
You know, you've got a fintech that's grow ROE 30%, growing quickly, trading at a reasonable valuation, the the much better KPIs, founder-led. Like, he lays out a really good reason why, and we are going to have a really insightful conversation on the risks, on the risks to Nubank in particular, the risk of the financial sector in general, as you're just going We've got lots of parallels to Capital One in the '90s, to a bunch of other things.