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What the podcasts are saying about
NU
In-depth coverage
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Latest attributed ideas · most recent first
17 JULFINTECH INSIDER PODCAST BY 11:FS · 02:15
Nubank targets US market with OCC approval
“Nubank's conditional OCC approval to establish a national bank represents a strategic push to capture the US market by offering a unified, fully regulated digital banking suite.”
In depth · 4/5Verify in source →
17 JULFINTECH INSIDER PODCAST BY 11:FS · 06:40
Nubank and Klarna valuations diverge on profitability
“The public markets reward consistent profitability over growth-at-all-costs, as evidenced by the stark valuation divergence between Nubank and Klarna.”
Substantive discussion · 3/5Verify in source →
16 JULFINTECH INSIDER PODCAST BY 11:FS · 04:35
PickPay IPO highlights Brazilian fintech opportunity
“The bull case presented for Brazilian digital bank PickPay's upcoming US IPO is that its successful pivot into high-margin credit products has established a highly profitable, resilient business model capable of defending itself in public markets.”
In depth · 4/5Verify in source →
4 JULFINTECH INSIDER PODCAST BY 11:FS · 05:15
Nubank forces LatAm payment modernization
“Nubank and digital-first incumbents have successfully dismantled the unbanked narrative in Latin America, shifting the regional challenge from basic financial access to payment optimization.”
Substantive discussion · 3/5Verify in source →
4 JULFINTECH INSIDER PODCAST BY 11:FS · 02:15
Payment infrastructure eclipses consumer-facing fintech
“The investment thesis argues that investor focus and market growth are shifting from consumer-facing applications to the cloud-native infrastructure powering digital payments.”
In depth · 4/5Verify in source →
4 JULTHE TWENTY MINUTE VC · 05:50
Fintech thrives on incumbent bank inefficiency
“The speakers argued that massive fintech valuations in Europe and emerging markets are driven by the extreme inefficiency and high fees of legacy regional banks.”
Substantive discussion · 3/5Verify in source →
4 JULFINTECH INSIDER PODCAST BY 11:FS · 02:10
Nubank liquidation error risks deposit flight
“The bear case argued for Nubank is that its accidental liquidation notification could trigger rapid, irreversible deposit flight in the digital banking era.”
In depth · 4/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION