Seems like Nu's robust growth strategy, driven by high customer engagement, increasing ARPAC, and impressive cohort performance with triple-digit revenue growth, suggests strong scalability and profitability potential. However, careful monitoring of operating costs and market risks is essential.
This is an incredible performance, even better than I hoped! Thanks for this great analysis. The currency risk is present but I see this as something inevitable nothing to do with the decisions of an outstanding management.
Seems like Nu's robust growth strategy, driven by high customer engagement, increasing ARPAC, and impressive cohort performance with triple-digit revenue growth, suggests strong scalability and profitability potential. However, careful monitoring of operating costs and market risks is essential.
Great quarter from Nu, special company. Very good work here Wolf nice easy & engaging read👍
Thanks for the feedback mate
This is an incredible performance, even better than I hoped! Thanks for this great analysis. The currency risk is present but I see this as something inevitable nothing to do with the decisions of an outstanding management.
Agreed it’s something generally outside managements control meaning it’s affecting all other companies in Latin America too.
Love seeing this story evolving. Thanks!
Thanks Arny. It’s always a pleasure to write about NU, always end up learning something new.