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[@stevenvdburg](/creator/twitter/stevenvdburg)
"$NU Honored to share another massive deep dive of Nu Holdings this time. XX pages focused on product management competition moat macro risks runway and valuation. PDF can be found here:"  
[X Link](https://x.com/stevenvdburg/status/1968210486140502134) [@stevenvdburg](/creator/x/stevenvdburg) 2025-09-17T07:08Z XX followers, XXX engagements


"$NU honored to collaborate with @Compoundandfire who shared my extensive Nubank analysis on Substack. Join their free () community and lets learn together"  
[X Link](https://x.com/stevenvdburg/status/1968421479898341716) [@stevenvdburg](/creator/x/stevenvdburg) 2025-09-17T21:07Z XX followers, XXX engagements


"@wealthmatica $NU. Will share a solid deep dive of XX pages this Tuesday. Next; serial acquirers. $ROKO $LIFCO $JDG $CHG"  
[X Link](https://x.com/stevenvdburg/status/1967192734638440540) [@stevenvdburg](/creator/x/stevenvdburg) 2025-09-14T11:44Z XX followers, XXX engagements


"@ReneSellmann Good find Might be good to dive into IMCD as well. Dutch brother. Both declined XX% since 1st of Jan. Advantages of $IMCD; better ROIC lower debt ratio slightly better acquisitions + $AZE has exiting PE shareholder"  
[X Link](https://x.com/stevenvdburg/status/1972298487724449918) [@stevenvdburg](/creator/x/stevenvdburg) 2025-09-28T13:52Z XX followers, XXX engagements