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.

Thank you so much for listening, we really appreciate you.

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Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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Infuse Partners LP and Investing City Inc. maintain positions in Nu Holdings.

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