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What Do Rate Cuts Do for SoFi?
The Fed just cut rates by 50 basis points and the median projection is another 25 bps in the next two meetings, for a full 1% cut before the end of the…
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Data Driven Investing
5
Duolingo: The British Cycling Team of SaaS
The Aggregation of Marginal Gains
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Data Driven Investing
6

August 2024

SoFi Q2 Earnings Review Part 2: That Is How You Control the Story
My two biggest questions going into earnings were:
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Data Driven Investing
1
SoFi Q2 Earnings Review Part 1: The Results
SoFi beat all analyst expectations across the board and their own guidance on their Q2 earnings, as is tradition.
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Data Driven Investing
4

July 2024

Q2 Earnings Preview: It's Time for SoFi to Control the Story
I usually spend most of the time if my earnings previews diving deep into my predictions, why I think that way, and throwing up lots of data and…
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Data Driven Investing
3
SoUndervalued: Part 2, Fintech multiples
If you haven’t read part 1, I suggest you start there. It gives some background on how I think about valuation, why I don’t think tangible book value is…
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Data Driven Investing
2
SoUndervalued: Part 1, Bottom Up Valuation and Book Value
Valuation, like everything else in investing, is only useful with the proper nuance and context.
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Data Driven Investing
7

June 2024

May 2024

Final thoughts from SoFi Q1 Earnings
Just a few more tidbits that I found interesting or enlightening from the recent SoFi earnings report.
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Data Driven Investing
Additional Insights from SoFi Q1 Earnings
As I have continued to review the SoFi Q1 earnings, here are some of the more interesting things I’ve noticed that I thought it would be interesting to…
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Data Driven Investing
Ok, What the Heck is Sofi Doing in 2024? (SoFi for Dummies)
Written by Timothy Sweeney
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Data Driven Investing
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