Mentions

Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (Aug 31-Sept 4, 2026)-4 Sept 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 24-28, 2026)-28 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 34-26 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 17-21, 2026)-20 Aug 2026
The Wolf of Harcourt StreetBlogNU’s Customers Are Getting More Valuable, Again-20 Aug 2026
Yet Another Value BlogBlog$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital-17 Aug 2026
Yet Another Value PodcastPodcast$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital Watch · 2:50
+13Watch · 40:46Listen · 0:32Listen · 3:06Listen · 10:02Listen · 11:27Listen · 12:45Listen · 18:10Listen · 21:42Listen · 24:29Listen · 25:39Listen · 27:41Listen · 29:49Listen · 37:09
17 Aug 2026
Jimmy's JournalBlogNubank ($NU) Deep Dive-17 Aug 2026
Ian’s Insider CornerBlogWD #354: Colombia Earthquake, Software, CIB/AVAL/NU Earnings-17 Aug 2026
How They Make MoneyBlog📊 PRO: This Week in Visuals-15 Aug 2026
Growth Curve InvestingBlogPORTFOLIO UPDATE +275%-14 Aug 2026
Global Equity BriefingBlogNu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (Week of August 10-14, 2026)-14 Aug 2026
Value and OpportunityBlogSome links 20/2026-10 Aug 2026
Emerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (August 9, 2026)-10 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (July 27, 2026)-28 Jul 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 30-27 Jul 2026
MMMT WealthBlogThe Baskets: Looking Ahead to Q3 2026 (Part 3)-26 Jul 2026
The Wolf of Harcourt StreetBlogPortfolio Review - June 2026-1 Jul 2026
P14 CapitalBlogP14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
Invest Like the BestPodcastAlex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
The Wolf of Harcourt StreetBlogPortfolio Review - May 2026-30 May 2026
Hazelnuts ResearchBlogAre we nuts? Our ROI since we started reporting.-25 Apr 2026
Patient Capital Fund NewsletterBlogPodcast Interview: Nu Holdings (NU)-7 Apr 2026
Patient Capital Fund NewsletterBlogNu Holdings (NU)-11 Mar 2026
Sempiterno InvestmentsBlogRevisiting Nintendo-27 Dec 2025
BonhoefferInvestor letterBonhoeffer Capital: Q2 2026 Investor Letter--