Nu Holdings Q4 Preview: Nu Is Coming For The U.S. Peers

2026-02-20 12:12:21 ET

Introduction

Every time I revisit a stock after I’ve already written an article about it, I am very excited to compare what has changed, not only with the business of the company but also with how I view and interpret their numbers and results. So that my judgment is not clouded by previous thoughts or opinions of other investors and analysts and my previous thoughts, I first like to open the latest results, come up with a thesis, and only after opening and comparing what I said about the stock in the past. This is exactly how I worked today with Nu Holdings Ltd. ( NU ), and the result is fascinating! It turns out not only did all the metrics that made me bullish about NU stay resilient, but the company has actually managed to accelerate in growth....

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