Global Equity Briefing

Global Equity Briefing

Home
Start Here
Top Monthly Picks
Deep Dives
Investment Cases
The Magnificent 7
Nebius
Zeta
Oscar
Nu
Grab
Celsius
Palantir
Emerging Markets
Briefings
For Free Members
Archive
About

Nu

Nu Applies for US Bank Charter!
Transformational announcement!
Oct 1 • 
Ray Myers
22
Nu AI Private Banker!
Bridging the knowledge gap between the 1% and the 99%.
Sep 4 • 
Ray Myers
20
4
Nu Q2 2025 Earnings Update!
Strong Customer Gains, Exploding Deposits, and Affordable Valuation!
Aug 15 • 
Ray Myers
26
Nu Q1 2025 Earnings Update!
NU Strong Customer Growth, Huge Profits, and Affordable Valuation!
May 14 • 
Ray Myers
19
2
Is Nu a buy?
Nu. Serving the Underserved! Equity Research! Part 3/3
Apr 10 • 
Ray Myers
19
5
Is Mercado Libre a threat?
Nu. Serving the Underserved! Equity Research! Part 2/3
Apr 3 • 
Ray Myers
14
3
How did Nu get 114M customers?
Nu. Serving the Underserved! Equity Research! Part 1/3
Mar 9 • 
Ray Myers
31
6
© 2025 Ray Myers
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture