Search · resolved
Which podcasts are discussing NU?
10 ATTRIBUTED IDEAS · 5 EPISODES · 3 SHOWS
The shows
Yet Another Value Podcast
Fintech Insider Podcast by 11:FS
The Options Insider Radio Network
Where the discussion went deepest
17 AUGTODAYYET ANOTHER VALUE PODCAST · 07:45
Deepening customer relationships in Brazil
“The bull case argued that Nubank's next phase of growth in Brazil will come from deepening relationships and cross-selling to its existing massive customer base, not just adding new customers.”
$NU: is Nubank Capital One in 1994 or Capital One in 2006?
In depth · 4/5Verify in source →
17 AUGTODAYYET ANOTHER VALUE PODCAST · 10:30
Nubank as a tech company, not a bank
“The guest argued Nubank should be valued more like a tech company than a traditional bank due to its branchless model, data-driven approach, and high efficiency ratios.”
$NU: is Nubank Capital One in 1994 or Capital One in 2006?
In depth · 4/5Verify in source →
20 JUL20 JULFINTECH INSIDER PODCAST BY 11:FS · 33:58
Nubank secures full Mexican banking license
“Nubank's receipt of a full banking license in Mexico enables it to convert its 15 million credit card customers into core current account holders, driving higher share of wallet and profitability.”
1082. News: Stripe bids for PayPal, BNPL regulation kicks in, and Nubank secures a Mexican banking licence
In depth · 4/5Verify in source →
9 FEB9 FEBFINTECH INSIDER PODCAST BY 11:FS · 10:30
Nubank's US banking charter pursuit
“The panel argued that Nubank's pursuit of a US banking charter is a strategic move to gain control, avoid partnership risks, and serve the large Spanish-speaking market.”
1036. News: Checkout strikes a chord with Spotify as Nubank, Revolut and Starling set their sights on the US · with Spotify
In depth · 4/5Verify in source →
17 AUGTODAYYET ANOTHER VALUE PODCAST · 18:00
High emerging market cost of capital debate
“The host raised the critical question of whether Nubank's high ROE is sufficient given a potentially much higher cost of equity for an emerging market Brazilian bank.”
$NU: is Nubank Capital One in 1994 or Capital One in 2006?
Substantive discussion · 3/5Verify in source →
17 AUGTODAYYET ANOTHER VALUE PODCAST · 08:30
Mexico as a second Brazil-sized opportunity
“The guest argued Mexico represents a second Brazil-sized growth opportunity for Nubank, with early metrics showing stronger traction than Brazil had at a comparable stage.”
$NU: is Nubank Capital One in 1994 or Capital One in 2006?
Substantive discussion · 3/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.