Hot Brazilian Stocks - Are They Worth the Risk?

26/10/2023 15 min

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Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/fb4qzL0CrvI.


Hot Brazilian stocks have even attracted the interest of Warren Buffett himself. Now before you start aping the Oracle of Omaha you ought to consider just how small his exposure is. The two most popular Brazil stocks - StoneCo STNE stock and Nu Bank or Nu Holdings NU stock - are both involved in financial technology solutions. Each of these companies is overexposed to Brazil while they look to diversify into other LATAM countries. Nu Bank is making some progress, but 93% of their revenues are still coming from Brazil. Investing in disruptive technologies is risky enough, but when you throw in a dependency on a single emerging market, it's a showstopper for us. If you're looking for some hot Brazilian fintech stocks to invest in, these two should bubble to the top.