The Investing City Podcast Ep. 104 - Brad Freeman: Stock Market Nerds
You can find Brad on X here and find his newsletter here.
In this conversation, we cover:
- Brad's investment philosophy of finding companies that have to do less work per customer
- Nubank's investment case
- Differences between Nu and SoFi
- How Brad doubled down on Meta
- Some other companies like Crowdstrike, SentinelOne, and Duolingo.
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Infuse Partners LP and Investing City Inc. maintain positions in Nu Holdings.
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