$INTR: The Brazilian "Super App" Powerhouse. Why I just started a dedicated community for Inter&Co
Hi everyone,
I’ve been following the Fintech space in Latin America for a while now, and while NuBank ($NU) gets most of the spotlight, Inter&Co ($INTR) has been making some incredible moves with their "Super App" model.
For those who don't know, Inter isn't just a digital bank. They’ve integrated banking, a full investment brokerage, insurance, and a massive e-commerce marketplace into one single app.
A few quick catalysts that caught my eye:
• Efficiency Ratio: They are showing massive improvements in their bottom line as they shift from user acquisition to monetization.
• ARPU Growth: Their ability to cross-sell products (banking -> investments -> shopping) is leading the industry.
• Global Expansion: Their recent move to offer USD accounts and target the US market is a huge long-term play.
• Stock price: Right now the stock price is really cheap compared to Nubank and is scaling really fast.
I realized there wasn't a dedicated space on Reddit to dive deep into their quarterly metrics, the $INTR stock price, and the overall ecosystem. So, I’ve just launched r/intrstock.
I’m hoping to gather a group of long-term shareholders and fintech enthusiasts to share DD, news, and analysis. If you’re interested in the LatAm fintech revolution or specifically $INTR, feel free to join the discussion!
Disclaimer: I am long $INTR. This is not financial advice, always do your own DD.