Natxo
63 posts

Natxo
@natxdaq
Day trading de Small Caps Comparto alguna idea de inversión
Katılım Kasım 2025
117 Takip Edilen115 Takipçiler
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$NU
-3y+ post-IPO base breakout.
-LatAm compounding tailwinds (Brazil, Mexico, Colombia).
-Operating leverage kicking in (Efficiency ratio < 35%).
-50%+ Revenue growth.
-ROE north of 30% and scaling.
Clear leader with $MELI in Latin American banking and thus railway for digitalization with 100mil customers allowing for network effects and cross sell as they expand.
This is in my top 3 largest position in Latin America.
The main overarching idea remains building out Web2 and Web3 infrastructure in the fastest growing economies.
Diversified between Web3 and Web2 as well as geographically.

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