Source Post

A Stock a Day Until I Can Quit My Job: Day 22

Jul 12, 2025

This reel is part two of a series analyzing Nu Holdings (NU). The creator discusses NU's growth story, noting that social media sentiment is rising and it should be treated as a neo-bank growth story rather than a traditional bank. While the stock has traded sideways, belief in the company could lead to a higher multiple. The creator compares NU's PE ratio to SoFi (SOFI), suggesting NU looks attractive but may take time to be rewarded by the market.

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Tickers discussed in this post

SOFINeutralLow ConvictionResearch Only

SoFi (SOFI) is mentioned as a comparison point, trading at a higher PE ratio (50) than Nu Holdings, and is considered attractive but may take time to reward investors.

NUNeutralMedium ConvictionSignal-backedSecondary

Nu Holdings (NU) is presented as a neo-bank growth story with rising social sentiment, but its sideways trading and current PE ratio suggest the market may be pricing in some growth, making it a hold.

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