New additions $TTD (+0.29%)
$TUI1 (+3.85%) and very important $GME (+1.63%)

subsequent purchase $NU (+0.35%) nananunanana 😉

Adjustment of shares from $SBMO (+0.26%) as I have transferred these to Volksbank and gq can't cope with this

$NU (+0.35%)

Nubank is considered the undisputed disruptor in the Latin American banking sector. The company has a major cost advantage over all established banks in the region and also has one of the lowest customer acquisition costs in the world. In addition, it has a track record of over 10 years in disciplined credit underwriting.

With over 118 million customers (including approximately 99 million active customers), Nubank offers significant scope for further customer maturation and cross-selling opportunities. Although management is focused on expansion in Mexico and Colombia, expansion into other geographic areas outside Latin America is not ruled out in the medium term.

Despite a profit of over USD 2bn in Brazil in FY 2024, the share of the gross profit pool in the country is only 5%, indicating strong future growth. In particular, expansion into other lending products, such as payroll lending, offers significant growth potential in the medium term. Jefferies is more optimistic about the opportunity in Mexico than the market as Nubank could play a significant role in retail in a country with low banking penetration and low risk appetite from established banks.

Nubank is expected to generate returns on equity (ROEs) of over 40% by fiscal 2026. Mexico and Colombia are expected to contribute to earnings from 2025 as the bank gains scale there. The recent share price weakness is macro-driven, but the medium-term growth story remains intact

https://mobile.aktien-mag.de/blog/strategien/sakulare-innovation-capex-mit-diesen-8-aktien-investieren-sie-in-die-grundlage-des-fortschritts/id-146280#:~:text=wird%20positiv%20hervorgehoben.-,Jefferies%2DFavorit%20Nr.,unangefochtener%20Disruptor%20im%20lateinamerikanischen%20Bankensektor.

Hello everyone,

I've been thinking about how to invest my first €10,000. I would like to pursue the core satellite strategy.

What do you think of the following allocation?

• $VWRL (+0.3%) (approx. 20%)
• $TDIV (-0.03%) (approx. 15%)
• $BTC (+0.15%) (I already have a part, the rest I will buy -- 10%)
• Cash (5%)

The other 50% will go into the first 10 shares.

• $PLTR (-0.13%) (4x)
• $CAT (+0.57%) (2x)
• $HOOD (+0.98%) (7x)
• $MCD (+0.12%) (2x)
• $AMZN (+0.82%) (2x)
• $NOVO B (+0.08%) (6x)
• $KO (-0.12%) (7x)
• $STR (+1.03%) (is my employer, have been invested for approx. 5 years -- 6x)
• $AAPL (+0.33%) (3x)
• $SHOP (-0.5%) (5x)

I would like to end up with a total of about 15 shares.

In the next three places would be the following shares:

• $NU (+0.35%)
• 
  $HIMS (+1.68%)
• 
  $SOFI (+0.96%)

I look forward to hearing your opinions and wish everyone a successful week.

Best regards

Sherlock✌🏻

I have to say that I $992 (-0.77%) already have in the depot. What is still missing $GMEXICOB (-1.75%) , $NU (+0.35%) (additional purchase), $GOOG (+0.29%) and $NKE (+0.23%) .

What was I thinking?

Best regards,

Angelo from Finanzen Anders

Annotation:

The majority of the GQ community is really great.

Unfortunately, there are a few "mimimis", "sheriffs", "bored", "envious", etc. who complain that I include links to my respective YouTube video.

It just so happens that my main channel is YouTube. I'm not going to write huge treatises and post them here when I can do the whole thing in short videos.

I would like to offer this link as a service to anyone who is interested:

Everyone else, you are free people, you don't have to get upset, attack me, etc. - block me and enjoy your life.

https://youtu.be/w_aWP6A8aks

Nubank $NU (+0.35%)
announces that Youssef Lahrech has resigned as President and COO

Published on 20.05.2025 at 22:21

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https://youtu.be/YJmxXwMV-j8

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#podcast
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