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Nu Holdings Ltd. (NU): A Bull Case Theory

We came across a bullish thesis on Nu Holdings Ltd. on Wolf of Harcourt Street’s Substack. In this article, we will summarize the bulls’ thesis on NU. Nu Holdings Ltd.'s share was trading at $13.94 as of August 22nd. NU’s trailing and forward P/E were 29.68 and 22.94 respectively according to Yahoo Finance.

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Nu Holdings (Nu) continued its rapid expansion in Q2 2025, adding 4.2 million new customers to reach 122.7 million, up 17% YoY, with over 100 million active users for the...