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$AAPL $TSLA $NVDA $META $AMZN $MSFT $GOOG $GOOGL $MOH $UNH $GME $FNMA $FMCC $AMC

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Still remember people calling Michael Burry crazy when he said $FOUR would reach this price.

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Fund holdings season is here. Track the latest portfolio changes from your favorite investors!

Link: https://t.co/ZkskC6DUXL

$V $CRM $MA $ROP $FICO $MCO $BN $ORLY $AMZN $QSR $ELV $FERG $GOOG $UNP

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Cantillon Capital has done some selling!

Check the entire portfolio at: https://t.co/vnwjSvf4kK

$AVGO $GOOGL $TSM $IBKR $SPGI $ADI $CBRE $AMAT $V $ICE

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$BRK.B $BRK.A on the other hand, saw some insider buying.

Check it out at: https://t.co/kiSG254YjB

$MKL $HHH $PS $PSUS $ZTS

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Recent insider selling at $NFLX, check it out at:
https://t.co/zAY12aS1NX

$AAPL $MSFT $TSLA $GME $AMZN $GOOG $GOOGL $NVDA $META

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You can now track insider activity for your favourite names.

Go to: https://t.co/Ivz1jcLtUt

$AAPL $MSFT $TSLA $GME $AMZN $GOOG $GOOGL $NVDA $META $TDG

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$MSFT $AAPL $META $AMZN $TSLA $NFLX

Have all underperformed the SP500 YTD

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Also mentioned that the main focus in 2025 is to expand in Mexico.

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$NU interesting things David Velez said in Davos:

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$NU is open to acquisitions, in addition to pursuing organic growth. Mr. Vélez emphasized that Nubank is positioned as a potential buyer, not a target.

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This is just in Brazil.

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Even with $NU reaching 60% of Brazil's population, its growth story is far from over:

14% market share in credit cards
7% in personal loans
2% in investments & savings

The upside is massive—$NU can keep growing revenue without the need of adding a single new customer.

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$NU

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These are few things I like about the company. What else do you like or don't like about $NU?

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"This model is not only able to acquire and serve tens of millions of customers at scale in extremely low cost, but also generates the high satisfaction for consumers, while producing one of the highest return on equity for shareholders."

$NU Q4 2023

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Low cost of funding: By significantly increasing deposit volumes, Nu Holdings has closed the negative funding gap against incumbent banks while widening the positive gap over consumer fintechs, maintaining their cost of funding at 80% of interbank rates.