u/1i3to
Reddit r/ValueInvesting
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 09
$13.80
-15.7%
NU trades at 24x P/E vs MELI’s 47x, despite NU having 18.8% net margins vs MELI’s 6.9%, and both grow revenue >45%. The valuation gap creates a re‑rating opportunity as NU expands beyond Brazil and proves its credit quality advantage over MELI. Go long NU to capture the multiple expansion and sustained hyper‑growth in LatAm fintech. Economic downturn in Brazil/Mexico; regulatory tightening on fintech; faster‑than‑expected loan losses; MELI’s logistics moat could shift investor preference.
NU trades at 24x P/E vs MELI’s 47x, despite NU having 18.8% net margins vs MELI’s 6.9%, and both grow revenue >45%. The valuation gap creates a re‑rating opportunity as NU expands beyond Brazil and proves its credit quality advantage over MELI. Go long NU to capture the multiple expansion and sustained hyper‑growth in LatAm fintech. Economic downturn in Brazil/Mexico; regulatory tightening on fintech; faster‑than‑expected loan losses; MELI’s logistics moat could shift investor preference.
Fintech
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