You can find Brad on X here and find his newsletter here.
In this conversation, we cover:
- Brad's investment philosophy of finding companies that have to do less work per customer
- Nubank's investment case
- Differences between Nu and SoFi
- How Brad doubled down on Meta
- Some other companies like Crowdstrike, SentinelOne, and Duolingo.
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Infuse Partners LP and Investing City Inc. maintain positions in Nu Holdings.
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The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
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Ep. 104 - Brad Freeman: Stock Market Nerds