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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
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
3
SoFi Q1 2024 Earnings Review: A Good Quarter but a Few Questions Remain
I said this quarter was going to be the hardest one to predict so far. It was also, in my opinion, one of the more underwhelming quarters that SoFi has…
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Data Driven Investing
6

April 2024

DDI Earnings Prediction: SoFi Q1 2024 Earnings
Earnings is a week away. It’s prediction time, let’s get to it.
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Data Driven Investing
3
It's DDI's One Year Anniversary
My very first DDI article about how SoFi is seeking to build the AWS of Fintech was published one year ago today. To celebrate the anniversary, I wanted…
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Data Driven Investing
SoFi Convertible Notes: the Good, the Bad, and the Stock Price Reaction
Recently, SoFi engaged in two separate transactions that they announced at the exact same time. Both of them were regarding senior convertible notes…
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Data Driven Investing
8
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