Good morning & happy Friday! Today's issue is something I've been waiting for the whole week since we're going to look at Latin America's digital banking giant Nubank which continues to dominate across all fronts (breaking down their latest impressive Q3 2024 financials, what they mean & what's ahead for NU + some bonus reads inside), e-commerce & FinTech giant Shopify that's hitting its stride with expanding margins and enterprise momentum (unpacking their latest financial results, why they matter & why you should be bullish on Shopify + some bonus reads inside). So let's just jump straight into the fascinating stuff '' Earnings time ' Latin America's FinTech gem Nubank NU 0.00%' just posted its latest earnings, and we're struck again by the company's exceptional execution in building what has become one of the largest digital banking platforms in the world, now serving nearly 110 million customers '. Let that sink in.
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