Weekly Update January 27-31
NuCel, Tesla Earnings, Monthly Summary, and Conviction List
Let’s get right into it!
Nu
Nu is starting to roll out NuCel, its new mobile phone plan. In partnership with Cielo, Nu acts as a mobile virtual network operator, allowing them to share revenue by directing their 100 million+ customers to sign up. This is the super app thesis playing out in front of our eyes. I’m excited as the company makes progress towar…