Discussion about this post

User's avatar
Raybe's avatar

1st became aware of you through the SOFI weekly and appreciate your data diving. New subscriber and member. Thank you for all your hard work.

Expand full comment
Jake Holland's avatar

Brilliant article, easy to follow, and always appreciate you giving a conservative/bearish POV/scenario to balance the bullish POV, but in this case still reads bullish for the company regardless given the great execution by management. Also love the comparison to Nike, Starbucks, Disney, etc to give readers a full appreciation for the challenges SoFi has overcome. Nailed it as always!

Expand full comment
5 more comments...

No posts