"Nubank Stock Is Still 33% Undervalued" | Feat. PropNotes
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- เผยแพร่เมื่อ 23 ก.พ. 2024
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thank you! Im up a lot already.
I'm very confident NU will successfully expand into Mexico and Colombia. To me, the question isn't if or when, but rather how big of a drag Mexico/Colombia expansion will be on EPS, and for how long. Not that I'm worried about EPS taking a hit, rather, I want to know the true profitability of NU without these voluntary expansionary expenses.
Agreed, will be interesting to follow and try ascertain but also wouldn’t surprise me if the curtailment of the expansion spending into Mexico/Colombia begins as expansion into their next national target begins - noting how aggressive they have been so far.
I hope to see this stock at $50.00/share by 2030
Berkshire Hathaway has 107,118,784 shares of NU. I did not see SOFI. I noticed they had 29,000,000 shares of Ally. 151,610,700 of American Express, 12,471,030 of Capital One Financial Corp, 55,244,797 of Citigroup, 3,986,648 Mastercard, 8,297,460 Visa. They are kind of heavy in Fintech. They are not jumping on SOFI. SOFI is a meme stock.
Sofi just became profitable 📈 so maybe we'll see it on that list in the near future, maybe.
They are going to have to dump a lot of money into advertising. The thing I see that SOFI has going for it is a lot of pumpers on TH-cam. I am not sure if they get paid or are actual investors.
@@JacquesTreehorn - well time will tell, until then let's see what happens.
Great video Tannor. NU is very exciting. Nothing is ever for certain, but I agree with the previous comment below, I don't see a reason they won't succeed in Mexico and Columbia. In fact, I wonder what they will do next. I wonder whether they'll get into the USA at any point. Great and exciting company.
NU is running big today! Over $11. Thanks for pointing it out!
You foun a gem in nu, great job i see my self holdig this one for the next 10 years
Tannor did you add to u your position?
Love all your vids...would you consider sharing the percentage of your positions (eg 25% SoFi, 20% NU etc)?
i worked in mexico for 3 months, the lines in the banks are ridiculous. it felt like was end of month everyday.
As a Mexican I can confirm, nu is so ahead of competition.
Thanks for the feedback
Nice video! Do you know of a TH-cam who shows you what stocks to bet against? I feel like no one talks about the bearish stocks to bet against
Great video. New investor. Enjoy learning from you guys. Don't forget about the crypto side too. Another vertical
Hey buddy, I really enjoy your analysis and appreciate your work. An idea for a video that might help a lot of audience include myself, a deep dive into differences between products, services, technology, etc between PayPal and block
I think it's worth $13 today. Certainly by the end of 2024.
Interesting he has a BA in History given his work experience
I am buying more. Berkshire Hathaway's best performer in 2023. I would not be surprised if Warren and Greg decided to put some more into one of Munger's last buys.
Awesome interview. I tend to shy away from Latin America, but $NU and $MELI's leaderships gave me confidence in the investments.
So I took a look at NU bank rates in Mexico 15% 😐. Anyone wanna bank in Mexico ?
I own almost 14,000 shares of Sofi and i want to load up on NU bank but their default rate is rising and it’s up to about 6% and steady climbing… i may miss out on a great investment but there’s always other options.
Who cares
@@kirkdogg007 don’t be jealousy. you’ll make it out the hole someday.
@@kirkdogg007 you should care about the default rate but if not that’s on you
is it over priced?
bruh if the fair value is 15$ and currently, it sells at 10$, how is it 50% undervalued? :D
Lol my bad, changed
Or could change to “still has 50% upside to fair value”. I think that is more intuitive / more directly relates to the return that can be achieved to get to fair value :P
Tannor added more shares on Nu instead of Sofi. Now Tannor tries to pump Nu.
Or, I am really interested in talking about NU so I am going to talk about what I want to talk about.
Lol, 1 do you have a loop on your head that always scream sofi, sofi, sofi? No? Good, then you should let the man speak what he wants, and you could also listen, find new thing ya know? 2. Nu is some tens of bilion of a stock, how much do you think this guy could pump it even if he hard tried, you should thank him vor diversifing and presenting new stocks
The guy on the right is so wordy. Keeps changing direction every 4 words, very hard to understand what the heck hes trying to say.