Data Driven Investing

The Crystal Ball Quarter: I Predicted (Almost) Everything Right in SoFi's Q3

I have never had a quarter where my predictions were so close to reality.

Nov 14 • 

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October 2025

SoFi Q3 Preview: Why Wall Street's $888M Estimate is Wildly Low

SoFi will report their Q3 2025 earnings on October 28.

Oct 23 • 

Data Driven Investing

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2026 Bearish, Bullish, and DDI Growth and Margin Assumptions

This is my first ever paid-only article.

Oct 10 • 

Data Driven Investing

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Forget Third Gear: SoFi is Accelerating Ahead of its 2026 Guidance

In their Q4 2023 earnings, SoFi announced their very first GAAP profitable quarter.

Oct 9 • 

Data Driven Investing

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September 2025

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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