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, Galileo).
Integrity. There's no way Noto walks away from $300M and White and Lapointe just accept they won't be getting 7X annual salary, bonuses. I'd say the board accepts in common sense, that growth now, over ST SP juicing, is the better option at this point and Noto et al. already know those RSU's will be reset to a later date. Thanks as always for the analysis, you're the best out there!
Integrity. There's no way Noto walks away from $300M and White and Lapointe just accept they won't be getting 7X annual salary, bonuses. I'd say the board accepts in common sense, that growth now, over ST SP juicing, is the better option at this point and Noto et al. already know those RSU's will be reset to a later date. Thanks as always for the analysis, you're the best out there!
Great analysis. Can you review share count and dilution with capped call transaction in mind. TIA.