What Daniel Pronk said in this video:
- Othernegative for stocksThe host notes Latin American macro conditions are weakening, pushing non-performing loans higher for lenders, though Nubank's credit metrics remain sound.Source
- NUbullishlong-termThe host discloses he has been buying Nu Holdings and remains bullish after roughly 30% top- and bottom-line growth; he sees the stock as undervalued and models a share-price double by 2029.Source
- MELIbullishlong-termThe host views MercadoLibre as the stronger business overall, but it will take longer for the market to realize it, and it shares similar risks with Nubank.Source
- ROADbullishlong-termThe host is adding aggressively to Construction Partners, arguing the market is too short-term-focused and the stock is extremely undervalued if the company hits its 2030 revenue and EBITDA targets.Source