Nubank Q1 2026 Deep Dive | Credit Risk, Brazil Macro & Valuation

Описание: In this episode we analyse Nubank’s latest earnings release through the lens of credit quality, provisioning, ROE, and Brazilian macroeconomic risk.

Topics covered:
• Brazil inflation & central bank policy
• consumer credit stress
• 15–90 day NPL analysis
• provision coverage & balance sheet strength
• whether the recent share price selloff creates opportunity
• buy, hold or sell?

Nubank remains one of the most fascinating platform banks globally — but is it a structural compounder or simply a leveraged bet on the Brazilian economy?

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