Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil’s adult population using one of the company’s products. What you’ll learn here: 00:00:00 - Intro 00:13:42 - Nubank’s inspiring David vs. Goliath origin story. 00:19:17 - How Nubank’s first credit card product spread like wildfire. 00:26:38 - Why the customer experience with Nubank is fundamentally different than with competitors. 00:28:27 - What makes David Velez such a special founder and CEO. 00:32:48 - How Nubank has used its low-cost moat to compound the advantages of its business structure and built customer loyalty by sharing those rewards with customers. 00:44:38 - Why Nubank’s growth story may only be just starting. 01:23:38 - Whether Shawn & Daniel add NU to The Intrinsic Value Portfolio. Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/nubank-nu-banking-on-latin-america-w-shawn-omalley-daniel-mahncke/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsor: 🏠 Your home might be worth more than you think. Earn extra money today with Airbnb. https://airbnb.com/host 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ Related Episodes: - Visa Stock Valuation: Should You Buy The Most Popular Card?: https://youtu.be/yiHQW_bR1hM - Blue Owl Capital: The Next Blackstone?: https://youtu.be/NIliCbe7xH0 - Inside Amazon: Is It Prime Time for Investors?: https://youtu.be/3rxrnbj8OTE Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Nubank #FintechRevolution #DigitalBanking #LatinAmericaFinance #GrowthStocks