The Stocks and Savings Podcast 120. What Did We Invest In This Month? The Stocks And Funds We Bought When We Got Paid In September
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Sep 3, 2025 The hosts discuss their latest stock investments and highlight Nubank's impressive growth strategies. They dive into Google’s advancements in AI and its impact on search revenues. Strategies for stability in a volatile market, including the use of global ETFs, are shared for effective risk management. Insights on portfolio performance reveal the effects of tech earnings and the importance of a long-term perspective. Additionally, they explore Adyen’s payment technology and its role in the evolving fintech landscape.
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Always State Investment Disclaimers
- Disclose that you are not a financial adviser and that investments carry risk.
- Remind listeners that past performance does not guarantee future results and capital is at risk.
Bump Contributions To Find More Opportunities
- Increasing monthly contributions reveals more buying opportunities and forces discussion of more companies.
- Deep dives add value by avoiding repeated high-level overviews.
Customer Flywheel Drives Nubank Profit
- Nubank scales customers while boosting per-customer revenue dramatically over time.
- Low marginal servicing costs turn RPAC growth into high margin profit and compounding returns.