Victaurs | Substack

Everyone’s Talking About Circle. Almost No One Understands How It Actually Works.

Be careful blindly buying the hype and get a plain speak deep dive on who they are, what they do, how they make money, and their growth prospects.

Jun 10 •

They Were the Villain of Dumb Money. I Hated Them Too. Until I Saw the Numbers.

A 7 min read on a name I hated ... and then didn't hate.

Apr 1 •

So You Missed Nubank at $5?

Don’t Miss What’s Coming for StoneCo and PagSeguro in Brazil. A vibes dive, looking at PIX, the competitive landscape, valuations, and ways to play it.

Mar 22 •

Things Done Changed: European Bank Picks in 2025

A must read for Euro Bank afficionados

Apr 29 •

The Bank Portfolio I’d Build Right Now if I Wanted to Beat the Market

A dive into banks. All banks. And nothing but banks.

Apr 19 •

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