Global Equity Briefing

Global Equity Briefing

Is Mercado Libre a threat?

Nu. Serving the Underserved! Equity Research! Part 2/3

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Ray Myers
Apr 03, 2025
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Welcome to the Part 2 of Nu Deep Dive!

In Part 1 we explored how Nu came to be and how this fast-growing Brazilian fintech makes money! (Read Below)

Nu. Serving the Underserved! Equity Research Part! 1/3

Nu. Serving the Underserved! Equity Research Part! 1/3

Ray Myers
·
Mar 9
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Today we are exploring Nu’s competition and taking a look at what risks the company must juggle operating a bank in volatile emerging markets!

Let’s take a look!

1. Competition

2. Risks

3. Part 3

Nubank rompe récords en la Bolsa y en el mercado

1. Competition

Latin America has favorable competitive dynamics for Nu, as there are fewer legacy banks and fintechs than in Europe or the US.

However, financial services is one of the world’s most profitable industries, thus it’s not a surprise that many players are willing to take a swing.

Legacy Banks

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