Latin America's digital banking juggernaut Nubank combines explosive growth with industry-leading profitability 😤🚀; MercadoLibre accelerates growth while expanding profit margins 📈💸

FinTech is Eating the World, 25 February

Hey Everyone,

Good morning & happy Tuesday! Today’s issue is something I’ve been waiting for since last week as it’s dedicated to Latin America’s FinTech giants 😎 We’re thus going to dive deep into digital banking juggernaut Nubank which combines explosive growth with industry-leading profitability (breaking down their Q4 2024 financials, what they tell us & why you should be really bullish on NU 0.00%↑), and MercadoLibre, LatAm’s FinTech & e-commerce giant that’s accelerating growth while expanding profit margins (unpacking their latest numbers, why they matter and what’s next for MELI 0.00%↑). So let’s jump straight into the phenomenal stuff 🌶️

Latin America's digital banking juggernaut Nubank combines explosive growth with industry-leading profitability 😤🚀

Earnings calling ☎️ Brazil's Nubank NU 0.00%↑ is a FinTech giant that’s rewriting the rules. The growth and numbers NU showed in the latest quarter are out of this world and make it one of the best-run tech companies globally 😳

Let’s take a deeper dive into this, unpack the most important numbers, what they mean, and see what’s next for Nubank.