Finding Compounders
How to think about ROE

Source: @FocusedCompound https://t.co/8QSHfH30Zy
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App Economy Insights
$NU Nubank Q3 FY25:

• Customers +16% Y/Y to 127M.
• Deposits +37% Y/Y to $38.8B.
• Revenue +42% Y/Y to $4.2B ($0.1B beat).
• Net income +41% Y/Y to $0.8B.
• EPS $0.16 ($0.01 beat). https://t.co/2e7AU9lXXw
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Dimitry Nakhla | Babylon Capital®
Chuck Akre’s updated Q3 25’ 13F (Dataroma)

Top 5 holdings: $MA $BN $KKR $V $MCO

Top Adds: $FICO $CPRT https://t.co/ep8uWgmH7b
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Fiscal.ai
NuBank Q3 Results

Total Revenue +42%
EPS +45%
Total Customers +16%
Revenue per Active Customer +22%
Customer Deposits +37%

$NU +1.7% after hours https://t.co/XdNLZVa3dr
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Finding Compounders
Aswath Damodaran on the shortfalls of ROIC

Source: @MT_Capital1 https://t.co/BLd8iltMAO
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Quiver Quantitative
Someone on Polymarket just bet $48K that Bitcoin will stay above $95,000 this month.

They will win $118K if they are correct. https://t.co/jpKiVXhJEE
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Finding Compounders
Berkshire Hathaway buys deep, holds long https://t.co/ggGS6nzbcX
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Finding Compounders
The man behind the scenes : Charlie Munger https://t.co/MmfcrgsA4b
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Finding Compounders
“When stocks get cheaper; How can that not be good news”

Wall Street’s Wisest Man : Charles D Ellis

By Jason Zweig https://t.co/nYuHEylgyP
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