Holland Advisors
Our archive holds 4 letters from Holland Advisors, behind 5 investment theses. Every quote below is copied verbatim from the letter it came from.
Holland Advisors’s own letters pageTheses · 5
- May 2026
Wise is a lowest-cost disruptor whose customer obsession, word-of-mouth growth, and continued reinvestment in global infrastructure support a large growth runway.
Read the full thesis - May 2026
Netflix is described as a counter-positioned disruptor with scale and network economics, strong margins, and operational gearing as competition eases.
Read the full thesis - May 2026
Wise solves the problem of expensive bank FX, reinvests to lower pricing further, builds its own network, and compounds at likely high ROIC.
Read the full thesis - June 2025
Nu Holdings is a disruptive force in consumer banking, leveraging low unit costs and relentless customer focus to offer superior services and challenge traditional banks globally.
Read the full thesis - December 2024
Wise is a disruptive fintech company revolutionizing foreign exchange transfers with a customer-centric approach, low fees, and a unique end-to-end money transfer network that presents significant growth potential in a ripe banking market.
Read the full thesis
Letter archive · 4
Funds · 2
- Holland Advisors3
- Holland Advisors Equity Fund1
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