Data Driven Investing

Duolingo Bears are Feasting on a Red Herring

The stock I am buying most heavily right now is Duolingo.

Sep 23 • 

Data Driven Investing

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SoFi's Capital Raise is Bullish. So Why Don't I Like It?

I intentionally ignored the capital raise in my earnings review because I wanted to focus on the actual results.

Sep 5 • 

Data Driven Investing

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August 2025

The Breakout Quarter: SoFi Cements Its Status in a Class of One

That was an absolutely incredible quarter.

Aug 18 • 

Data Driven Investing

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July 2025

Q2 2025 Earnings Preview: Can SoFi Grow 40%?

It’s Christmas in July, or, as most people call it, SoFi Q2 earnings.

Jul 25 • 

Data Driven Investing

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SoFi's Not Chasing Robinhood: It's a Billion-Dollar Genius Move

I think a lot of the narrative surrounding SoFi is slightly misguided.

Jul 14 • 

Data Driven Investing

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June 2025

Q1 2025 Earnings Review: Up and to the Right

SoFi delivered another excellent earnings and the company continues to perform.

Jun 26 • 

Data Driven Investing

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April 2025

Q1 2025 Earnings Preview: Smooth Sailing Ahead

This is probably the quarterly earnings I’ve felt the most calm about since covering SoFi.

Apr 27 • 

Data Driven Investing

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Is SoFi's "AWS of Fintech" a total flop?

Alright, in my last article, I promised a deeper dive into the technology platform and the post-earnings vibes.

Apr 10 • 

Data Driven Investing

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February 2025

Q4 2024 Earnings Review: By The Numbers

SoFi’s Q4 was a bit of a mixed bag, with some parts of the business wildly outperforming expectations while others were less stellar (looking at you…

Feb 11 • 

Data Driven Investing

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January 2025

SoFi Q4 Earnings Preview: Time to Take the Gloves Off

As I went through these projections, I ended up very enthused about the prospects of Q4 being a true inflection point for the company.

Jan 16 • 

Data Driven Investing

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KBW's SoFi Analysis Is Historically Dead Wrong

Keefe, Bruyette, and Woods analyst Timothy Switzer downgraded SoFi to a sell with a price target of $8.

Jan 3 • 

Data Driven Investing

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December 2024

SoFi: Shifting into Second Gear

Earlier this year I wrote an article outlining SoFi’s path from 0 to 60 (cents of EPS). At the time, they were just barely profitable, and I detailed…

Dec 23, 2024 • 

Data Driven Investing

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