Discover why Nu Holdings ($NU), Latin America's largest digital banking platform serving 110 million customers, represents one of the most compelling fintech opportunities globally. From its roots as a Brazilian credit card disruptor to its current position transforming banking across three major markets, Nu has demonstrated exceptional execution while maintaining superior unit economics.

With revenue growing 56% year-over-year to $2.9 billion and ROE reaching 30%, the company has proven its ability to combine hypergrowth with profitability. We dive deep into Nu's massive opportunity in Mexico, where credit card penetration remains at just 12% despite higher GDP per capita than Brazil, and explore how new initiatives like NuCel telecom could expand the company's addressable market.

Questions or feedback? Reach out to us at contactinvestorscompass@gmail.com

In this episode we dive deep into Meituan ($MPNGF), China's fascinating super-app that's revolutionizing how millions of people interact with local businesses every day. Meituan has evolved into a technology powerhouse processing an astounding 98 million daily delivery orders while investing heavily in autonomous vehicles and drone delivery systems.

Explore how the company combines immediate profitability - with operating profits reaching RMB 13.7 billion last quarter - while pursuing ambitious technological innovations funded by a massive US$10 billion capital raise. We break down why Meituan's expanding network effects, international expansion beginning in Saudi Arabia, and potential transformation of retail through its InstaMart initiative make it a compelling investment opportunity at current valuations.

Questions or feedback? We'd love to hear from you at contactinvestorscompass@gmail.com

In this deep-dive episode, we explore AMD's ($AMD) remarkable transformation under CEO Dr. Lisa Su, from semiconductor underdog to a driving force in artificial intelligence and high-performance computing.

Discover how AMD has scaled its AI accelerator business from zero to over $5 billion in just one year, while capturing 34% of the lucrative server CPU market. We analyze the company's comprehensive strategy spanning silicon innovation, software development, and systems integration, anchored by major customer wins including Microsoft and Meta. Learn why AMD's recent launch of the Turin processor family and pending acquisition of ZT Systems could position the company to capture a significant share of the AI accelerator market - projected to reach a staggering $500 billion by 2028.

Questions or feedback? We'd love to hear from you at contactinvestorscompass@gmail.com