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Jimmy Investor's avatar

As a customer, I’m a big fan of Nubank’s service.

As an investor, I’m a big fan of David Vélez and the competitive advantages the bank has built.

That said, I do have some doubts about the growth projections - I think there are some structural barriers that might make it harder to replicate the business model in other Latin American countries. What's your take?

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Mujo_Investing's avatar

I’d argue you’re not considering the second order impacts of Tariffs. Mexico and Brazil are both among the biggest exporters to US…tariffs in general will harm both economies and therefore potentially impact NU

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