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Nubank’s Global Playbook and GameStop’s Growing Cash Pile | Nick Ridenour of CompoundingAlpha
This week Nick Ridenour of CompoundingAlpha is back for a run through his latest deep dives, starting with Nu Holdings, the SoFi of Latin America, where he lays out why Mexico and Colombia could let Nubank replicate its Brazil playbook and why a global expansion beyond South America is a long-term bull case. From there we dig into GameStop, which is quietly earning yield on a growing pile of Treasuries while building a stake in eBay, and why Nick would rather see GameStop CEO Ryan Cohen turn that cash into a holding company than chase a deal three times the company’s size.
We also discuss…
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