Global Equity Briefing

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Fintech

Is DLocal a Buy?
Stellar quarter, silly reaction.
Nov 13 • 
Ray Myers
Nu Applies for US Bank Charter!
Transformational announcement!
Oct 1 • 
Ray Myers
Nu AI Private Banker!
Bridging the knowledge gap between the 1% and the 99%.
Sep 4 • 
Ray Myers
Nu Q2 2025 Earnings Update!
Strong Customer Gains, Exploding Deposits, and Affordable Valuation!
Aug 15 • 
Ray Myers
Fast-growing Fintech set to grow earnings by 363%!
Sofi Investment Case!
May 28 • 
Ray Myers
Emerging Markets Fintech, growing payment volume by 45% per year!
DLocal Investment Case!
May 21 • 
Ray Myers
Nu Q1 2025 Earnings Update!
NU Strong Customer Growth, Huge Profits, and Affordable Valuation!
May 14 • 
Ray Myers
Is Nu a buy?
Nu. Serving the Underserved! Equity Research! Part 3/3
Apr 10 • 
Ray Myers
Is Mercado Libre a threat?
Nu. Serving the Underserved! Equity Research! Part 2/3
Apr 3 • 
Ray Myers
How did Nu get 114M customers?
Nu. Serving the Underserved! Equity Research! Part 1/3
Mar 9 • 
Ray Myers
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